WSFS
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Wilmington Savings Fund Society’s Goosehead Insurance GSHD Stock Holding History

Wilmington Savings Fund Society’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 		$40K Hold
825
– – ﹤0.01% 936
2026
Q1 		$35.2K Buy
825
+400
+94% +$22.4K ﹤0.01% 950
2025
Q4 		$31.3K Hold
425
– – ﹤0.01% 981
2025
Q3 		$31.6K Hold
425
– – ﹤0.01% 983
2025
Q2 		$44.8K Hold
425
– – ﹤0.01% 1258
2025
Q1 		$50.2K Sell
425
-275
-39% -$30.9K ﹤0.01% 1209
2024
Q4 		$75.1K Hold
700
– – ﹤0.01% 1120
2024
Q3 		$62.5K Buy
+700
New +$55.4K ﹤0.01% 1159

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

Wilmington Savings Fund Society's GSHD Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Goosehead Insurance (GSHD) position steady in Q2 2026 at 825 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Wilmington Savings Fund Society first reported a position in GSHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $75.1K in Q4 2024. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Wilmington Savings Fund Society held 825 shares of Goosehead Insurance worth $40K as of Q2 2026.
  • Wilmington Savings Fund Society left its Goosehead Insurance share count unchanged in Q2 2026.
  • Goosehead Insurance made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #936 holding.
  • Wilmington Savings Fund Society first reported a position in Goosehead Insurance in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's Goosehead Insurance position peaked at $75.1K in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.