WI
GSHD icon

Whitebark Investors’s Goosehead Insurance GSHD Stock Holding History

Whitebark Investors’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1M Hold
269,322
– – 10.09% 7
2026
Q1 		$11.5M Hold
269,322
– – 9.19% 5
2025
Q4 		$19.8M Sell
269,322
-69,686
-21% -$4.96M 11.95% 5
2025
Q3 		$25.2M Hold
339,008
– – 12.01% 5
2025
Q2 		$35.8M Hold
339,008
– – 17.27% 2
2025
Q1 		$40M Sell
339,008
-177,000
-34% -$19.9M 20.99% 1
2024
Q4 		$55.3M Buy
+516,008
New +$56.3M 25.64% 1

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
LEP
Langdon Equity Partners Toronto $179M AUM

Whitebark Investors's GSHD Position: Q2 2026 in Review

Whitebark Investors held its Goosehead Insurance (GSHD) position steady in Q2 2026 at 269,322 shares worth $13.1M. The position accounts for 10.09% of the portfolio, ranked #7.

Whitebark Investors first reported a position in GSHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.3M in Q4 2024. 229 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Whitebark Investors held 269,322 shares of Goosehead Insurance worth $13.1M as of Q2 2026.
  • Whitebark Investors left its Goosehead Insurance share count unchanged in Q2 2026.
  • Goosehead Insurance made up 10.09% of Whitebark Investors's portfolio in Q2 2026, its #7 holding.
  • Whitebark Investors first reported a position in Goosehead Insurance in Q4 2024 and has held it in 7 quarters since.
  • Whitebark Investors's Goosehead Insurance position peaked at $55.3M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Whitebark Investors's 13F filing for Q2 2026, filed 14 Aug 2026.