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Goosehead Insurance
GSHD

Overview Fund Activity

285 hedge funds and large institutions have $3.09B invested in Goosehead Insurance in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 94 increasing their positions, 105 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+21
Holders Change %
+7.95%
% of All Funds
3.87%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
48
Increased
94
Reduced
105
Closed
23
Calls
$13.8M
Puts
$13.6M
Net Calls
+$273K
Net Calls Change
-$6.19M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$30.1M
2
UBS Group
UBS Group
Switzerland
+$26.2M
3
DCM
Driehaus Capital Management
Illinois
+$22M
4
Marshall Wace
Marshall Wace
United Kingdom
+$19.6M
5
Goldman Sachs
Goldman Sachs
New York
+$19.4M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$38.2M
2
WA
Wasatch Advisors
Utah
-$32.7M
3
WI
Whitebark Investors
Nevada
-$20.9M
4
American Century Companies
American Century Companies
Missouri
-$17.9M
5
DDC
DF Dent & Co
Maryland
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$25.5M +$9.92K +84 +0%
Wells Fargo
27
Wells Fargo
California
$22M +$592K +5,012 +3%
DCM
28
Driehaus Capital Management
Illinois
$22M +$22M +186,371 New
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$21.9M +$8.93M +75,681 +69%
SEI Investments
30
SEI Investments
Pennsylvania
$19.4M -$1.46M -12,339 -7%
Bank of America
31
Bank of America
North Carolina
$16.7M +$3.39M +28,722 +25%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$16.6M -$663K -5,612 -4%
Voloridge Investment Management
33
Voloridge Investment Management
Florida
$16.1M +$948K +8,029 +6%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$14.8M +$2.98M +25,209 +25%
Principal Financial Group
35
Principal Financial Group
Iowa
$14.4M +$331K +2,800 +2%
Luther King Capital Management (LKCM)
36
Luther King Capital Management (LKCM)
Texas
$14M -$331K -2,807 -2%
JSA
37
Jacobson & Schmitt Advisors
Wisconsin
$12.8M -$1.35M -11,406 -10%
MFWM
38
Motley Fool Wealth Management
Virginia
$12.4M -$1.16M -9,785 -9%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$12.2M -$1.96M -16,643 -14%
Millennium Management
40
Millennium Management
New York
$12.1M -$315K -2,667 -3%
Invesco
41
Invesco
Georgia
$12.1M +$4.38M +37,098 +57%
SBH
42
Segall Bryant & Hamill
Illinois
$9.26M -$261K -2,211 -3%
EMCIP
43
Ewing Morris & Co Investment Partners
Ontario, Canada
$9.24M -$1.02M -6,000 -10%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.13M +$1.96M +16,570 +27%
MFAM
45
Motley Fool Asset Management
Virginia
$8.75M -$1.37M -11,630 -14%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$8.19M -$2.12M -17,957 -21%
NL
47
Nuveen LLC
North Carolina
$8.03M +$8.03M +67,978 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$7.91M -$834K -7,065 -10%
Legal & General Group
49
Legal & General Group
United Kingdom
$7.74M -$226K -1,918 -3%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$7.55M -$34.1K -289 -0.4%
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