WPG Advisers’s Goosehead Insurance GSHD Stock Holding History

WPG Advisers’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
2025 Q1	–	Sell	-6	Closed	-$643	–	1484
2024 Q4	$643	Buy	+6	New	+$655	﹤0.01%	1296

Other funds holding GSHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WPG Advisers's GSHD Position: Q1 2025 in Review

WPG Advisers sold out of Goosehead Insurance (GSHD) in Q1 2025, closing a stake of 6 shares — an estimated $643 sold.

WPG Advisers first reported a position in GSHD in Q4 2024 and held it in 1 quarter. The position peaked at $643 in Q4 2024. 286 funds tracked by Wall St. Rank hold GSHD as of Q1 2025.

WPG Advisers reported no remaining Goosehead Insurance position as of Q1 2025 after selling out during the quarter.
WPG Advisers sold 6 Goosehead Insurance shares in Q1 2025, an estimated $643.
WPG Advisers first reported a position in Goosehead Insurance in Q4 2024 and held it in 1 quarter.
WPG Advisers's Goosehead Insurance position peaked at $643 in Q4 2024.
286 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2025.

Based on WPG Advisers's 13F filing for Q1 2025, filed 15 May 2025.