We are live on ! Find out more
GSHD icon

Goosehead Insurance

266 hedge funds and large institutions have $2.82B invested in Goosehead Insurance in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 76 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 19

111% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $5.8M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $2.36B → $2.82B (+$458M)

16% more funds holding

Funds holding: 230266 (+36)

1.44% less ownership

Funds ownership: 109.14%107.7% (-1.4%)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 90

Holders
266
Holders Change
+36
Holders Change %
+15.65%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
57
Increased
76
Reduced
90
Closed
19
Calls
$12.3M
Puts
$5.8M
Net Calls
+$6.47M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$16.1M +$8.56M +78,434 +110%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$15.7M -$448K -4,107 -3%
Voloridge Investment Management
28
Voloridge Investment Management
Florida
$13.8M +$5.09M +46,665 +57%
Luther King Capital Management (LKCM)
29
Luther King Capital Management (LKCM)
Texas
$13M -$2.7M -24,776 -17%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$12.9M +$270K +2,471 +2%
JSA
31
Jacobson & Schmitt Advisors
Wisconsin
$12.8M -$2.4M -22,010 -16%
Principal Financial Group
32
Principal Financial Group
Iowa
$12.7M +$473K +4,333 +4%
MFWM
33
Motley Fool Wealth Management
Virginia
$12.3M -$8.78M -80,462 -41%
Bank of America
34
Bank of America
North Carolina
$12.1M -$4.42M -40,520 -26%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$11.8M +$9.06M +83,028 +312%
Millennium Management
36
Millennium Management
New York
$11.3M +$3.6M +32,998 +46%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$10.8M +$11M +100,518 New
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$9.37M +$385K +3,522 +4%
EMCIP
39
Ewing Morris & Co Investment Partners
Ontario, Canada
$9.31M -$2.11M -19,302 -24%
MFAM
40
Motley Fool Asset Management
Virginia
$9.19M -$6.77M -61,998 -42%
Polen Capital Management
41
Polen Capital Management
Florida
$9.04M -$2.35M -21,548 -20%
GLA
42
Great Lakes Advisors
Illinois
$8.74M +$8.9M +81,491 New
SBH
43
Segall Bryant & Hamill
Illinois
$8.64M -$118K -1,079 -1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$7.94M -$830K -7,598 -9%
Legal & General Group
45
Legal & General Group
United Kingdom
$7.23M +$37.7K +345 +0.5%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$7.06M -$693K -6,352 -9%
UBS Group
47
UBS Group
Switzerland
$7.06M +$1.52M +13,934 +27%
Invesco
48
Invesco
Georgia
$7M +$2.02M +18,537 +40%
GPGA
49
Grandeur Peak Global Advisors
Utah
$6.93M -$2.7M -24,718 -28%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$6.89M -$45K -412 -0.6%

GSHD Hedge Fund Activity: Q4 2024 in Review

266 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q4 2024, worth a combined $2.82B — up 19% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GSHD positions and 19 closed out — a net gain of 38 holders — while 76 added to existing stakes and 90 trimmed.

The largest buyer was American Century Companies, adding an estimated $24M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $44.1M.

  • 266 institutional investors held Goosehead Insurance (GSHD) as of Q4 2024, up from 230 in Q3 2024.
  • Funds reported $2.82B of Goosehead Insurance stock for Q4 2024, up 19% quarter-over-quarter.
  • 57 funds opened new Goosehead Insurance positions in Q4 2024 and 19 closed out, a net change of +38 holders.
  • The largest Goosehead Insurance buyer in Q4 2024 was American Century Companies, an estimated $24M added.
  • The largest Goosehead Insurance seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $44.1M sold.

Based on aggregated 13F filings for Q4 2024.