WG
GSHD icon

Winton Group’s Goosehead Insurance GSHD Stock Holding History

Winton Group’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 		$1.63M Sell
33,624
-87,559
-72% -$3.61M 0.05% 355
2026
Q1 		$5.17M Buy
121,183
+106,080
+702% +$5.93M 0.18% 156
2025
Q4 		$1.11M Buy
15,103
+997
+7% +$71K 0.04% 445
2025
Q3 		$1.05M Sell
14,106
-3,004
-18% -$265K 0.04% 440
2025
Q2 		$1.81M Buy
17,110
+6,208
+57% +$658K 0.09% 267
2025
Q1 		$1.29M Sell
10,902
-251
-2% -$28.2K 0.08% 249
2024
Q4 		$1.2M Sell
11,153
-2,419
-18% -$264K 0.08% 232
2024
Q3 		$1.21M Sell
13,572
-2,410
-15% -$191K 0.08% 198
2024
Q2 		$918K Buy
15,982
+2,937
+23% +$176K 0.06% 301
2024
Q1 		$869K Buy
13,045
+8,801
+207% +$673K 0.06% 346
2023
Q4 		$322K Buy
4,244
+157
+4% +$11.3K 0.02% 518
2023
Q3 		$305K Buy
+4,087
New +$274K 0.03% 542
2023
Q2 		– Sell
-9,311
Closed -$486K – 908
2023
Q1 		$486K Buy
9,311
+975
+12% +$42.3K 0.03% 689
2022
Q4 		$286K Buy
8,336
+389
+5% +$14.6K 0.02% 794
2022
Q3 		$283K Sell
7,947
-1,380
-15% -$71.7K 0.02% 815
2022
Q2 		$426K Sell
9,327
-1,827
-16% -$99.7K 0.02% 732
2022
Q1 		$876K Buy
11,154
+8,480
+317% +$753K 0.05% 512
2021
Q4 		$348K Sell
2,674
-5,343
-67% -$767K 0.02% 783
2021
Q3 		$1.22M Sell
8,017
-1,234
-13% -$166K 0.07% 400
2021
Q2 		$1.18M Sell
9,251
-478
-5% -$48.7K 0.06% 438
2021
Q1 		$1.04M Sell
9,729
-3,047
-24% -$412K 0.06% 436
2020
Q4 		$1.59M Sell
12,776
-30,745
-71% -$3.51M 0.12% 188
2020
Q3 		$3.77M Buy
+43,521
New +$3.96M 0.12% 229
2019
Q3 		– Sell
-7,452
Closed -$356K – 1594
2019
Q2 		$356K Sell
7,452
-3,665
-33% -$128K 0.01% 819
2019
Q1 		$310K Buy
+11,117
New +$318K 0.01% 792

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LEP
Langdon Equity Partners Toronto $179M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winton Group's GSHD Position: Q2 2026 in Review

Winton Group reduced its Goosehead Insurance (GSHD) stake by 72% in Q2 2026, selling an estimated $3.61M and leaving 33,624 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #355.

Winton Group first reported a position in GSHD in Q1 2019 and has held it in 25 quarters since. The position peaked at $5.17M in Q1 2026. 167 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Winton Group held 33,624 shares of Goosehead Insurance worth $1.63M as of Q2 2026.
  • Winton Group sold 87,559 Goosehead Insurance shares in Q2 2026, an estimated $3.61M.
  • Goosehead Insurance made up 0.05% of Winton Group's portfolio in Q2 2026, its #355 holding.
  • Winton Group first reported a position in Goosehead Insurance in Q1 2019 and has held it in 25 quarters since.
  • Winton Group's Goosehead Insurance position peaked at $5.17M in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.