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WhitTier Trust Company’s Goosehead Insurance GSHD Stock Holding History

WhitTier Trust Company’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 		$5.73K Hold
103
– – ﹤0.01% 1151
2026
Q1 		$4.58K Sell
103
-218
-68% -$12.2K ﹤0.01% 1161
2025
Q4 		$23.4K Hold
321
– – ﹤0.01% 872
2025
Q3 		$23.2K Hold
321
– – ﹤0.01% 861
2025
Q2 		$33.9K Hold
321
– – ﹤0.01% 873
2025
Q1 		$37.9K Hold
321
– – ﹤0.01% 834
2024
Q4 		$34.4K Hold
321
– – ﹤0.01% 827
2024
Q3 		$28.7K Buy
+321
New +$25.4K ﹤0.01% 871

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

WhitTier Trust Company's GSHD Position: Q2 2026 in Review

WhitTier Trust Company held its Goosehead Insurance (GSHD) position steady in Q2 2026 at 103 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

WhitTier Trust Company first reported a position in GSHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $37.9K in Q1 2025. 87 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • WhitTier Trust Company held 103 shares of Goosehead Insurance worth $5.73K as of Q2 2026.
  • WhitTier Trust Company left its Goosehead Insurance share count unchanged in Q2 2026.
  • Goosehead Insurance made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1151 holding.
  • WhitTier Trust Company first reported a position in Goosehead Insurance in Q3 2024 and has held it in 8 quarters since.
  • WhitTier Trust Company's Goosehead Insurance position peaked at $37.9K in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.