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Goosehead Insurance
GSHD

Overview Fund Activity

272 hedge funds and large institutions have $2.84B invested in Goosehead Insurance in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 92 reducing their positions, and 47 closing their positions.

Holders
272
Holders Change
-13
Holders Change %
-4.56%
% of All Funds
3.65%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
38
Increased
105
Reduced
92
Closed
47
Calls
$1.94M
Puts
–
Net Calls
+$1.94M
Net Calls Change
+$1.67M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$71.8M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$58.7M
3
WA
3
Wasatch Advisors
Utah
$240M
4
3CP
4
3G Capital Partners
New York
$48.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$277M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$1.56M
3
UBS Group
3
UBS Group
Switzerland
$11.6M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$245M
5
Goldman Sachs
5
Goldman Sachs
New York
$23.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$19M 179,738 -36,213 -17%
SEI Investments
27
SEI Investments
Pennsylvania
$18.1M 171,275 +7,010 +4%
Principal Financial Group
28
Principal Financial Group
Iowa
$16.6M 157,030 +35,376 +29%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$15.4M 146,330 +5,363 +4%
AAS
30
Annex Advisory Services
Wisconsin
$14.4M 136,564 +126,439 +1,249%
Bank of America
31
Bank of America
North Carolina
$14M 132,379 -9,437 -7%
Millennium Management
32
Millennium Management
New York
$13.6M 129,168 +26,761 +26%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$13.3M 125,851 +58,832 +88%
Luther King Capital Management (LKCM)
34
Luther King Capital Management (LKCM)
Texas
$13.1M 124,544 +5,868 +5%
UBS Group
35
UBS Group
Switzerland
$11.6M 109,773 -177,768 -62%
FGP
36
Freestone Grove Partners
California
$11.4M 108,423 +108,423 New
JSA
37
Jacobson & Schmitt Advisors
Wisconsin
$10.9M 103,572 -4,654 -4%
Macquarie Group
38
Macquarie Group
Australia
$10.2M 96,327 +96,327 New
MFWM
39
Motley Fool Wealth Management
Virginia
$10M 94,985 -9,926 -9%
SBH
40
Segall Bryant & Hamill
Illinois
$9.98M 94,547 +16,146 +21%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$9.88M 93,613 -9,734 -9%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.02M 85,443 +8,109 +10%
UBS AM
43
UBS AM
Illinois
$8.6M 81,531 +23,136 +40%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$7.68M 72,744 -112,558 -61%
Legal & General Group
45
Legal & General Group
United Kingdom
$7.64M 72,365 +6,828 +10%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$7.25M 68,728 +4,783 +7%
Barclays
47
Barclays
United Kingdom
$7.2M 68,228 +34,031 +100%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$7.06M 66,891 -2,508 -4%
MFAM
49
Motley Fool Asset Management
Virginia
$6.93M 65,695 -8,397 -11%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$6.82M 64,604 +4,792 +8%
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