Goosehead Insurance Ownership 2024 | Who Owns Goosehead Insurance Now?
Institutional Ownership
13.89%
Insider Ownership
3.75%
Retail Ownership
82.36%
Institutional Holders
97.00
Goosehead Insurance Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 14.91% | 0.00% | 3,681,212 | 122,250 | 3.44% | 211,448,817 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13.89% | 0.48% | 3,428,907 | 879,959 | 34.52% | 196,956,449 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.20% | 0.00% | 2,519,539 | 103,424 | 4.28% | 144,722,321 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 10.04% | 0.76% | 2,480,374 | 378,527 | 18.01% | 142,472,683 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 6.84% | 0.02% | 1,688,000 | - | - | 96,958,720 | Jun 30, 2024 |
| DF DENT & CO INC | 5.59% | 1.02% | 1,380,210 | 12,422 | 0.91% | 79,279,285 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 4.79% | 0.04% | 1,182,570 | 613,025 | 107.63% | 67,927,000 | Jun 30, 2024 |
| STATE STREET CORP | 3.54% | 0.00% | 874,261 | 36,791 | 4.39% | 50,217,552,000 | Jun 30, 2024 |
| OWLS NEST PARTNERS IA, LLC | 2.81% | 11.37% | 692,973 | 54,248 | 8.49% | 39,804,369 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.58% | 0.00% | 637,545 | 53,824 | 9.22% | 36,627,434 | Jun 30, 2024 |
| WILDCAT CAPITAL MANAGEMENT, LLC | 2.09% | 7.25% | 516,008 | - | - | 29,639,500 | Jun 30, 2024 |
| 3G CAPITAL PARTNERS LP | 1.87% | 10.21% | 462,300 | 87,300 | 23.28% | 26,554,512 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.70% | 0.01% | 420,934 | 110,832 | 35.74% | 24,178,533 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.59% | 0.01% | 393,093 | 51,023 | 14.92% | 22,579,751 | Jun 30, 2024 |
| AKRE CAPITAL MANAGEMENT LLC | 1.48% | 0.18% | 366,125 | 122,453 | 50.25% | 21,030,220 | Jun 30, 2024 |
| RIVERBRIDGE PARTNERS LLC | 1.38% | 0.27% | 340,734 | -28,491 | -7.72% | 19,571,752 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.07% | 0.00% | 264,132 | - | - | 15,171,742 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.00% | 0.00% | 246,054 | -143,043 | -36.76% | 14,133,342 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.97% | 0.00% | 239,468 | -3,366 | -1.39% | 13,755,042,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.88% | 0.00% | 218,331 | 30,369 | 16.16% | 12,540,968 | Jun 30, 2024 |
Goosehead Insurance's largest institutional shareholder is BLACKROCK INC., holding 14.91% of the company's total share outstanding, currently valued at $211.45M. The top 10 institutional shareholders own together 75.19% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| OWLS NEST PARTNERS IA, LLC | 2.81% | 11.37% | 692,973 | 54,248 | 8.49% | 39,804,369 | Jun 30, 2024 |
| 3G CAPITAL PARTNERS LP | 1.87% | 10.21% | 462,300 | 87,300 | 23.28% | 26,554,512 | Jun 30, 2024 |
| WILDCAT CAPITAL MANAGEMENT, LLC | 2.09% | 7.25% | 516,008 | - | - | 29,639,500 | Jun 30, 2024 |
| EWING MORRIS & CO. INVESTMENT PARTNERS LTD. | 0.32% | 2.87% | 78,598 | 8,000 | 11.33% | 4,514,669 | Jun 30, 2024 |
| JACOBSON & SCHMITT ADVISORS, LLC | 0.52% | 1.67% | 128,048 | 26,084 | 25.58% | 7,355,075 | Jun 30, 2024 |
| ASHFORD CAPITAL MANAGEMENT INC | 0.71% | 1.37% | 176,420 | -4,170 | -2.31% | 10,133,565 | Jun 30, 2024 |
| DF DENT & CO INC | 5.59% | 1.02% | 1,380,210 | 12,422 | 0.91% | 79,279,285 | Jun 30, 2024 |
| PFS PARTNERS, LLC | 0.09% | 0.83% | 23,268 | - | - | 1,336,492 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 10.04% | 0.76% | 2,480,374 | 378,527 | 18.01% | 142,472,683 | Jun 30, 2024 |
| MOTLEY FOOL WEALTH MANAGEMENT, LLC | 0.80% | 0.58% | 197,966 | 93,214 | 88.99% | 11,329,335 | Jun 30, 2024 |
| MOTLEY FOOL ASSET MANAGEMENT LLC | 0.63% | 0.57% | 154,921 | 20,384 | 15.15% | 8,639,944 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13.89% | 0.48% | 3,428,907 | 879,959 | 34.52% | 196,956,449 | Jun 30, 2024 |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 0.37% | 0.42% | 91,994 | 9,430 | 11.42% | 5,284,135 | Jun 30, 2024 |
| YORKTOWN MANAGEMENT & RESEARCH CO INC | 0.02% | 0.31% | 5,050 | 5,050 | 100.00% | 290,072 | Jun 30, 2024 |
| RIVERBRIDGE PARTNERS LLC | 1.38% | 0.27% | 340,734 | -28,491 | -7.72% | 19,571,752 | Jun 30, 2024 |
| PRECISION WEALTH STRATEGIES, LLC | 0.02% | 0.26% | 4,371 | -201 | -4.40% | 251,074 | Jun 30, 2024 |
| AKRE CAPITAL MANAGEMENT LLC | 1.48% | 0.18% | 366,125 | 122,453 | 50.25% | 21,030,220 | Jun 30, 2024 |
| NEXT CENTURY GROWTH INVESTORS LLC | 0.14% | 0.17% | 34,827 | -84,778 | -70.88% | 2,000,462 | Jun 30, 2024 |
| HARBOUR CAPITAL ADVISORS, LLC | 0.04% | 0.12% | 9,130 | 1,225 | 15.50% | 509,180 | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | 0.06% | 0.11% | 15,297 | 1,444 | 10.42% | 878,660 | Jun 30, 2024 |
The largest Goosehead Insurance shareholder by % of total assets is OWLS NEST PARTNERS IA, LLC. The company owns 692.97K shares of Goosehead Insurance (GSHD), representing 11.37% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13.89% | 0.48% | 3,428,907 | 879,959 | 34.52% | 196,956,449 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 4.79% | 0.04% | 1,182,570 | 613,025 | 107.63% | 67,927,000 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 10.04% | 0.76% | 2,480,374 | 378,527 | 18.01% | 142,472,683 | Jun 30, 2024 |
| AKRE CAPITAL MANAGEMENT LLC | 1.48% | 0.18% | 366,125 | 122,453 | 50.25% | 21,030,220 | Jun 30, 2024 |
| BLACKROCK INC. | 14.91% | 0.00% | 3,681,212 | 122,250 | 3.44% | 211,448,817 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.70% | 0.01% | 420,934 | 110,832 | 35.74% | 24,178,533 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.20% | 0.00% | 2,519,539 | 103,424 | 4.28% | 144,722,321 | Jun 30, 2024 |
| MOTLEY FOOL WEALTH MANAGEMENT, LLC | 0.80% | 0.58% | 197,966 | 93,214 | 88.99% | 11,329,335 | Jun 30, 2024 |
| 3G CAPITAL PARTNERS LP | 1.87% | 10.21% | 462,300 | 87,300 | 23.28% | 26,554,512 | Jun 30, 2024 |
| OWLS NEST PARTNERS IA, LLC | 2.81% | 11.37% | 692,973 | 54,248 | 8.49% | 39,804,369 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.58% | 0.00% | 637,545 | 53,824 | 9.22% | 36,627,434 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.59% | 0.01% | 393,093 | 51,023 | 14.92% | 22,579,751 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.75% | 0.00% | 185,324 | 41,802 | 29.13% | 10,645,011 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.66% | 0.01% | 164,074 | 40,107 | 32.35% | 9,424,411,000 | Jun 30, 2024 |
| STATE STREET CORP | 3.54% | 0.00% | 874,261 | 36,791 | 4.39% | 50,217,552,000 | Jun 30, 2024 |
| BARCLAYS PLC | 0.24% | 0.00% | 59,968 | 33,068 | 122.93% | 3,444,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.88% | 0.00% | 218,331 | 30,369 | 16.16% | 12,540,968 | Jun 30, 2024 |
| JACOBSON & SCHMITT ADVISORS, LLC | 0.52% | 1.67% | 128,048 | 26,084 | 25.58% | 7,355,075 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.20% | 0.00% | 49,325 | 22,867 | 86.43% | 2,833,228 | Jun 30, 2024 |
| MOTLEY FOOL ASSET MANAGEMENT LLC | 0.63% | 0.57% | 154,921 | 20,384 | 15.15% | 8,639,944 | Jun 30, 2024 |
As of Jun 30 2024, Goosehead Insurance's largest institutional buyer is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC. The company purchased 879.96K stocks of GSHD, valued at $196.96M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LOOMIS SAYLES & CO L P | - | - | - | -625,307 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.46% | 0.01% | 113,937 | -287,583 | -71.62% | 6,544,541 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.07% | 0.01% | 16,436 | -205,213 | -92.58% | 944,084 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.29% | 0.00% | 70,455 | -184,636 | -72.38% | 4,046,935 | Jun 30, 2024 |
| DURABLE CAPITAL PARTNERS LP | 0.15% | 0.02% | 38,256 | -160,802 | -80.78% | 2,197,425 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.13% | 0.00% | 31,048 | -154,319 | -83.25% | 1,783,397 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.00% | 0.00% | 246,054 | -143,043 | -36.76% | 14,133,342 | Jun 30, 2024 |
| NEXT CENTURY GROWTH INVESTORS LLC | 0.14% | 0.17% | 34,827 | -84,778 | -70.88% | 2,000,462 | Jun 30, 2024 |
| AMUNDI | - | - | - | -84,664 | -100.00% | - | Jun 30, 2024 |
| FMR LLC | 0.00% | - | 934 | -38,784 | -97.65% | 53,669 | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -35,708 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.03% | 0.00% | 7,917 | -34,691 | -81.42% | 454,752 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 260 | -32,950 | -99.22% | 14,934 | Jun 30, 2024 |
| RIVERBRIDGE PARTNERS LLC | 1.38% | 0.27% | 340,734 | -28,491 | -7.72% | 19,571,752 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.02% | 0.00% | 5,930 | -23,307 | -79.72% | 340,619 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | - | - | - | -17,148 | -100.00% | - | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.02% | 0.00% | 4,541 | -13,783 | -75.22% | 261,970 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | - | - | - | -12,894 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -11,760 | -100.00% | - | Jun 30, 2024 |
| BLAIR WILLIAM & CO/IL | 0.11% | 0.00% | 26,139 | -10,860 | -29.35% | 1,501,404 | Jun 30, 2024 |
As of Jun 30 2024, Goosehead Insurance's biggest institutional seller is LOOMIS SAYLES & CO L P. The company sold -0.63M shares of GSHD, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 13,671 | 13,671 | 100.00% | 785,262 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 11,389 | 11,389 | 100.00% | 654,184 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | 0.04% | 0.00% | 10,113 | 10,113 | 100.00% | 580,891 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.03% | 0.00% | 7,588 | 7,588 | 100.00% | 435,855 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.03% | 0.07% | 7,394 | 7,394 | 100.00% | 424,711 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.03% | 0.07% | 7,101 | 7,101 | 100.00% | 407,881 | Jun 30, 2024 |
| YORKTOWN MANAGEMENT & RESEARCH CO INC | 0.02% | 0.31% | 5,050 | 5,050 | 100.00% | 290,072 | Jun 30, 2024 |
| KBC GROUP NV | 0.00% | 0.00% | 926 | 926 | 100.00% | 53,000 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.01% | 275 | 275 | 100.00% | 15,796 | Jun 30, 2024 |
| TUCKER ASSET MANAGEMENT LLC | 0.00% | 0.00% | 87 | 87 | 100.00% | 4,997 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 36 | 36 | 100.00% | 2,068 | Jun 30, 2024 |
| VERSANT CAPITAL MANAGEMENT, INC | 0.00% | 0.00% | 23 | 23 | 100.00% | 1,321 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.00% | 17 | 17 | 100.00% | 977 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | 0.00% | 0.00% | 15 | 15 | 100.00% | 862 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 9 | 9 | 100.00% | 517 | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | 6 | 6 | 100.00% | 542 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | - | 2 | 2 | 100.00% | 115 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 1 | 1 | 100.00% | 57 | Jun 30, 2024 |
Goosehead Insurance's largest new institutional shareholder by number of shares is COREBRIDGE FINANCIAL, INC., purchased 13.67K shares, valued at $785.26K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LOOMIS SAYLES & CO L P | - | - | - | -625,307 | -100.00% | - | Jun 30, 2024 |
| AMUNDI | - | - | - | -84,664 | -100.00% | - | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -35,708 | -100.00% | - | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | - | - | - | -17,148 | -100.00% | - | Jun 30, 2024 |
| ALGERT GLOBAL LLC | - | - | - | -12,894 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -11,760 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -10,520 | -100.00% | - | Jun 30, 2024 |
| STRS OHIO | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -9,814 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -9,200 | -100.00% | - | Jun 30, 2024 |
| LPL FINANCIAL LLC | - | - | - | -8,897 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -7,700 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -7,506 | -100.00% | - | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | - | - | - | -7,175 | -100.00% | - | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | - | - | - | -7,111 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -6,866 | -100.00% | - | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | - | - | - | -6,404 | -100.00% | - | Jun 30, 2024 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | - | - | - | -4,983 | -100.00% | - | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | - | - | - | -4,409 | -100.00% | - | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | - | - | - | -4,286 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -4,000 | -100.00% | - | Jun 30, 2024 |
| CM WEALTH ADVISORS LLC | - | - | - | -3,687 | -100.00% | - | Jun 30, 2024 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | - | - | - | -3,331 | -100.00% | - | Jun 30, 2024 |
| PRUDENT MAN ADVISORS, LLC | - | - | - | -3,111 | -100.00% | - | Jun 30, 2024 |
| EVERENCE CAPITAL MANAGEMENT INC | - | - | - | -3,070 | -100.00% | - | Jun 30, 2024 |
| RIVERPARK ADVISORS, LLC | - | - | - | -1,557 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,141 | -100.00% | - | Jun 30, 2024 |
| CENTRAL TRUST CO | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| DEKABANK DEUTSCHE GIROZENTRALE | - | - | - | -464 | -100.00% | - | Jun 30, 2024 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | - | - | - | -283 | -100.00% | - | Jun 30, 2024 |
| MATHER GROUP, LLC. | - | - | - | -81 | -100.00% | - | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -80 | -100.00% | - | Jun 30, 2024 |
| BESSEMER GROUP INC | - | - | - | -36 | -100.00% | - | Jun 30, 2024 |
| FIRST PREMIER BANK | - | - | - | -31 | -100.00% | - | Jun 30, 2024 |
| HARVEST FUND MANAGEMENT CO., LTD | - | - | - | -25 | -100.00% | - | Jun 30, 2024 |
| PRINCIPAL SECURITIES, INC. | - | - | - | -22 | -100.00% | - | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| - | - | - | -3 | -100.00% | - | Jun 30, 2024 | |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Goosehead Insurance's largest sold out institutional shareholder by shares sold is LOOMIS SAYLES & CO L P, sold -0.63M shares, valued at -, as of undefined.
Goosehead Insurance Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SPARROW FUNDS | 1.90% | 6,780 | - | - | Feb 29, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.31% | 290,942 | - | - | Jan 31, 2024 |
| VIRTUS EQUITY TRUST | 0.22% | 1,827,466 | -94,965 | -4.94% | Mar 28, 2024 |
| WASATCH FUNDS TRUST | 0.15% | 1,381,708 | 188,259 | 15.77% | Mar 31, 2024 |
| Elevation Series Trust | 0.14% | 6,643 | 1,860 | 38.89% | Jan 31, 2024 |
| RANGER FUNDS INVESTMENT TRUST | 0.13% | 5,130 | 5,130 | - | Apr 30, 2020 |
| FORUM FUNDS | 0.13% | 294,134 | 87,926 | 42.64% | Mar 31, 2024 |
| T. Rowe Price New Horizons Fund, Inc. | 0.10% | 516,570 | - | - | Mar 31, 2024 |
| ALLSPRING VARIABLE TRUST | 0.10% | 60,987 | - | - | Mar 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.08% | 80,392 | - | - | Feb 29, 2024 |
| NICHOLAS Ltd EDITION, INC. | 0.04% | 12,000 | - | - | Dec 31, 2023 |
| VANGUARD ADMIRAL FUNDS | 0.03% | 132,759 | -5,097 | -3.70% | Feb 29, 2024 |
| AB DISCOVERY GROWTH FUND, INC. | 0.03% | 44,639 | - | - | Jan 31, 2024 |
| AMG Funds II | 0.03% | 12,475 | - | - | Mar 28, 2024 |
| SMALLCAP WORLD FUND INC | 0.03% | 1,951,952 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 13,204 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.02% | 237,216 | - | - | Jan 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.02% | 24,936 | -2,416 | -8.83% | Jan 31, 2024 |
| GROWTH FUND OF AMERICA | 0.02% | 510,905 | - | - | Feb 29, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 12,056 | -50 | -0.41% | Mar 31, 2024 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.02% | 31,580 | -2,700 | -7.88% | Mar 28, 2024 |
| Monteagle Funds | 0.02% | 795 | - | - | Feb 29, 2024 |
| LKCM Funds | 0.02% | 71,076 | 1,121 | 1.60% | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.02% | 11,288 | - | - | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.01% | 11,244 | - | - | Mar 31, 2024 |
| AMCAP FUND | 0.01% | 106,561 | - | - | Feb 29, 2024 |
| SYNTAX ETF TRUST | 0.01% | 378 | -85 | -18.36% | Mar 31, 2024 |
| ALGER FUNDS II | 0.01% | 2,486 | - | - | Jan 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.01% | 70,500 | 70,500 | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 28,984 | -24,995 | -46.31% | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 45,876 | 39,982 | 678.35% | Aug 31, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 37,971 | -1,467 | -3.72% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,250 | -8 | -0.25% | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 14,858 | 217 | 1.48% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,864,816 | -324,051 | -14.80% | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 9,187 | -1,273 | -12.17% | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.00% | 9,480 | - | - | Jan 31, 2024 |
| Collaborative Investment Series Trust | 0.00% | 588 | - | - | Mar 31, 2024 |
| AGF Investments Trust | 0.00% | -69 | - | - | Mar 31, 2024 |
| FundVantage Trust | 0.00% | 51,906 | -22,960 | -30.67% | Jan 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 27,024 | - | - | Mar 28, 2024 |
| Vericimetry Funds | 0.00% | 260 | - | - | Mar 31, 2024 |
| WESMARK FUNDS | 0.00% | 9,800 | 9,800 | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.00% | 22,200 | - | - | Mar 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.00% | 78,721 | - | - | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.00% | 11,577 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 9,599 | 2,282 | 31.19% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 512 | - | - | Mar 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 1,629 | 132 | 8.82% | Sep 30, 2023 |
| Bernstein Fund Inc | 0.00% | 18,781 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.00% | 3,700 | - | - | Jan 31, 2024 |
| Nushares ETF Trust | 0.00% | 12,695 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 52,271 | - | - | Mar 31, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 28,250 | 374 | 1.34% | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 277,000 | - | - | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 17,890 | 17,890 | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 61,377 | 1,313 | 2.19% | Jan 31, 2024 |
| AMG FUNDS III | 0.00% | 7,490 | - | - | Mar 28, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 17,290 | -10,568 | -37.94% | Mar 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 54,480 | -4,149 | -7.08% | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 2,970 | -10,657 | -78.21% | Feb 29, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 23,020 | -13,620 | -37.17% | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 110,602 | -18,027 | -14.01% | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 231,271 | 14,841 | 6.86% | Feb 29, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 188,586 | -2,429 | -1.27% | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 78,342 | - | - | Jan 31, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 35,818 | - | - | Mar 28, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,142 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 48,209 | -18,914 | -28.18% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 848 | 835 | 6423.08% | Dec 31, 2023 |
| KP Funds | 0.00% | 31,375 | - | - | Sep 30, 2020 |
| JNL VARIABLE FUND LLC | 0.00% | 3,800 | - | - | Mar 31, 2020 |
| SHELTON FUNDS | 0.00% | 1,138 | 1,138 | - | Feb 29, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 1,945 | 222 | 12.88% | Jan 31, 2024 |
| ALGER FUNDS | 0.00% | 555 | - | - | Jan 31, 2024 |
| WILLIAM BLAIR FUNDS | 0.00% | 52,892 | - | - | Mar 31, 2024 |
| LIBERTY ALL STAR GROWTH FUND INC. | 0.00% | 67 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY WORLD MUTUAL FUNDS INC | 0.00% | 5,664 | - | - | Feb 29, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 15,366 | -1,414 | -8.43% | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 1,141 | - | - | Jan 31, 2024 |
| TIMOTHY PLAN | 0.00% | 2,207 | 297 | 15.55% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 13,159 | -1,005 | -7.10% | Mar 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 30,000 | - | - | Feb 29, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 2,304 | - | - | Jan 31, 2024 |
| ALGER PORTFOLIOS | 0.00% | 121 | - | - | Dec 31, 2023 |
| ALLSPRING FUNDS TRUST | 0.00% | 143,546 | - | - | Jan 31, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 25,150 | -400 | -1.57% | Mar 28, 2024 |
| Catholic Responsible Investments Funds | 0.00% | 11,439 | -110 | -0.95% | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 30,050 | -3,066 | -9.26% | Jan 31, 2024 |
| PRAXIS MUTUAL FUNDS | 0.00% | 3,070 | - | - | Dec 31, 2023 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 15,031 | -68 | -0.45% | Dec 31, 2023 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 253,809 | 71,619 | 39.31% | Jan 31, 2024 |
| LITMAN GREGORY FUNDS TRUST | 0.00% | 15,350 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 9,834 | 325 | 3.42% | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 127,213 | 6,391 | 5.29% | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 17,302 | 12,094 | 232.22% | Jan 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 25,885 | -946 | -3.53% | Mar 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 62,914 | -14,628 | -18.86% | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,007 | -54 | -5.09% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 106 | - | - | Apr 30, 2021 |
Goosehead Insurance's largest mutual fund holder by % of total assets is "SPARROW FUNDS", owning 6.78K shares, compromising 1.90% of its total assets.
Goosehead Insurance Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 97 | -59.58% |
| 31 Mar, 24 | 240 | -6.61% |
| 31 Dec, 23 | 257 | 7.98% |
| 30 Sep, 23 | 238 | 30.77% |
| 30 Jun, 23 | 182 | 3.41% |
| 31 Mar, 23 | 176 | 6.02% |
| 31 Dec, 22 | 166 | 5.73% |
| 30 Sep, 22 | 157 | -1.26% |
| 30 Jun, 22 | 159 | -10.17% |
| 31 Mar, 22 | 177 | -7.81% |
| 31 Dec, 21 | 192 | 2.13% |
| 30 Sep, 21 | 188 | 2.73% |
| 30 Jun, 21 | 183 | -6.63% |
| 31 Mar, 21 | 196 | 8.89% |
| 31 Dec, 20 | 180 | 5.26% |
| 30 Sep, 20 | 171 | 14.00% |
| 30 Jun, 20 | 150 | 16.28% |
| 31 Mar, 20 | 129 | 6.61% |
| 31 Dec, 19 | 121 | 5.22% |
| 30 Sep, 19 | 115 | 2.68% |
| 30 Jun, 19 | 112 | 40.00% |
| 31 Mar, 19 | 80 | 15.94% |
| 31 Dec, 18 | 69 | -12.66% |
| 30 Sep, 18 | 79 | 29.51% |
| 30 Jun, 18 | 61 | - |
As of 30 Jun 24, 97 institutions are holding Goosehead Insurance's shares, representing a decrease of -59.58% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 3,428,939 | -86.85% |
| 31 Mar, 24 | 26,078,099 | 3.22% |
| 31 Dec, 23 | 25,264,646 | -2.95% |
| 30 Sep, 23 | 26,032,668 | 10.57% |
| 30 Jun, 23 | 23,544,219 | -1.14% |
| 31 Mar, 23 | 23,814,710 | 3.42% |
| 31 Dec, 22 | 23,027,191 | 2.83% |
| 30 Sep, 22 | 22,394,334 | 1.17% |
| 30 Jun, 22 | 22,136,373 | 9.76% |
| 31 Mar, 22 | 20,167,372 | -1.27% |
| 31 Dec, 21 | 20,426,298 | 1.90% |
| 30 Sep, 21 | 20,045,224 | 6.50% |
| 30 Jun, 21 | 18,822,059 | 7.73% |
| 31 Mar, 21 | 17,471,215 | -0.03% |
| 31 Dec, 20 | 17,476,874 | 5.55% |
| 30 Sep, 20 | 16,557,909 | 0.93% |
| 30 Jun, 20 | 16,404,767 | 7.50% |
| 31 Mar, 20 | 15,260,787 | 1.06% |
| 31 Dec, 19 | 15,101,351 | 11.31% |
| 30 Sep, 19 | 13,566,786 | 6.34% |
| 30 Jun, 19 | 12,758,136 | 8.68% |
| 31 Mar, 19 | 11,739,145 | 5.61% |
| 31 Dec, 18 | 11,115,654 | 13.55% |
| 30 Sep, 18 | 9,789,073 | -4.38% |
| 30 Jun, 18 | 10,237,380 | - |
Goosehead Insurance (GSHD) has 3.43M shares outstanding as of 30 Jun 24, down -86.85% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 13.89% | 0.13% |
| 31 Mar, 24 | 103.95% | 0.99% |
| 31 Dec, 23 | 102.34% | 0.88% |
| 30 Sep, 23 | 107.91% | 1.09% |
| 30 Jun, 23 | 99.39% | 0.94% |
| 31 Mar, 23 | 102.62% | 0.85% |
| 31 Dec, 22 | 109.68% | 0.95% |
| 30 Sep, 22 | 107.19% | 0.92% |
| 30 Jun, 22 | 108.23% | 1.09% |
| 31 Mar, 22 | 99.64% | 0.95% |
| 31 Dec, 21 | 102.16% | 0.97% |
| 30 Sep, 21 | 102.49% | 1.02% |
| 30 Jun, 21 | 100.26% | 1.11% |
| 31 Mar, 21 | 95.08% | 0.88% |
| 31 Dec, 20 | 104.12% | 1.15% |
| 30 Sep, 20 | 95.29% | 0.96% |
| 30 Jun, 20 | 99.68% | 1.04% |
| 31 Mar, 20 | 98.05% | 0.95% |
| 31 Dec, 19 | 101.60% | 1.27% |
| 30 Sep, 19 | 89.61% | 1.22% |
| 30 Jun, 19 | 85.76% | 1.26% |
| 31 Mar, 19 | 82.61% | 1.23% |
| 31 Dec, 18 | 81.80% | 1.56% |
| 30 Sep, 18 | 72.33% | 1.26% |
| 30 Jun, 18 | 75.65% | - |
As of 30 Jun 24, Goosehead Insurance is held by 13.89% institutional shareholders, representing a 0.13% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 56 | -49.55% |
| 31 Mar, 24 | 111 | -15.91% |
| 31 Dec, 23 | 132 | -4.35% |
| 30 Sep, 23 | 138 | 60.47% |
| 30 Jun, 23 | 86 | -7.53% |
| 31 Mar, 23 | 93 | 8.14% |
| 31 Dec, 22 | 86 | -10.42% |
| 30 Sep, 22 | 96 | 24.68% |
| 30 Jun, 22 | 77 | -11.49% |
| 31 Mar, 22 | 87 | -4.40% |
| 31 Dec, 21 | 91 | 5.81% |
| 30 Sep, 21 | 86 | -28.93% |
| 30 Jun, 21 | 121 | 19.80% |
| 31 Mar, 21 | 101 | 8.60% |
| 31 Dec, 20 | 93 | 4.49% |
| 30 Sep, 20 | 89 | -4.30% |
| 30 Jun, 20 | 93 | 36.76% |
| 31 Mar, 20 | 68 | 4.62% |
| 31 Dec, 19 | 65 | -5.80% |
| 30 Sep, 19 | 69 | -5.48% |
| 30 Jun, 19 | 73 | 65.91% |
| 31 Mar, 19 | 44 | 15.79% |
| 31 Dec, 18 | 38 | -32.14% |
| 30 Sep, 18 | 56 | -8.20% |
| 30 Jun, 18 | 61 | - |
56 institutional shareholders have increased their position in GSHD stock as of 30 Jun 24 compared to 111 in the previous quarter (a -49.55% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 28 | -68.89% |
| 31 Mar, 24 | 90 | 9.76% |
| 31 Dec, 23 | 82 | 32.26% |
| 30 Sep, 23 | 62 | 6.90% |
| 30 Jun, 23 | 58 | 23.40% |
| 31 Mar, 23 | 47 | -18.97% |
| 31 Dec, 22 | 58 | 52.63% |
| 30 Sep, 22 | 38 | -28.30% |
| 30 Jun, 22 | 53 | -17.19% |
| 31 Mar, 22 | 64 | -7.25% |
| 31 Dec, 21 | 69 | -6.76% |
| 30 Sep, 21 | 74 | 89.74% |
| 30 Jun, 21 | 39 | -41.79% |
| 31 Mar, 21 | 67 | 9.84% |
| 31 Dec, 20 | 61 | 3.39% |
| 30 Sep, 20 | 59 | 55.26% |
| 30 Jun, 20 | 38 | -13.64% |
| 31 Mar, 20 | 44 | 22.22% |
| 31 Dec, 19 | 36 | 24.14% |
| 30 Sep, 19 | 29 | 16.00% |
| 30 Jun, 19 | 25 | 13.64% |
| 31 Mar, 19 | 22 | 10.00% |
| 31 Dec, 18 | 20 | 33.33% |
| 30 Sep, 18 | 15 | - |
| 30 Jun, 18 | - | - |
28 institutional shareholders have reduced their position in GSHD stock as of 30 Jun 24 compared to 90 in the previous quarter (a -68.89% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 97 | -59.58% | 3,428,939 | -86.85% | 13.89% | 0.13% | 56 | -49.55% | 28 | -68.89% |
| 31 Mar, 24 | 240 | -6.61% | 26,078,099 | 3.22% | 103.95% | 0.99% | 111 | -15.91% | 90 | 9.76% |
| 31 Dec, 23 | 257 | 7.98% | 25,264,646 | -2.95% | 102.34% | 0.88% | 132 | -4.35% | 82 | 32.26% |
| 30 Sep, 23 | 238 | 30.77% | 26,032,668 | 10.57% | 107.91% | 1.09% | 138 | 60.47% | 62 | 6.90% |
| 30 Jun, 23 | 182 | 3.41% | 23,544,219 | -1.14% | 99.39% | 0.94% | 86 | -7.53% | 58 | 23.40% |
| 31 Mar, 23 | 176 | 6.02% | 23,814,710 | 3.42% | 102.62% | 0.85% | 93 | 8.14% | 47 | -18.97% |
| 31 Dec, 22 | 166 | 5.73% | 23,027,191 | 2.83% | 109.68% | 0.95% | 86 | -10.42% | 58 | 52.63% |
| 30 Sep, 22 | 157 | -1.26% | 22,394,334 | 1.17% | 107.19% | 0.92% | 96 | 24.68% | 38 | -28.30% |
| 30 Jun, 22 | 159 | -10.17% | 22,136,373 | 9.76% | 108.23% | 1.09% | 77 | -11.49% | 53 | -17.19% |
| 31 Mar, 22 | 177 | -7.81% | 20,167,372 | -1.27% | 99.64% | 0.95% | 87 | -4.40% | 64 | -7.25% |
| 31 Dec, 21 | 192 | 2.13% | 20,426,298 | 1.90% | 102.16% | 0.97% | 91 | 5.81% | 69 | -6.76% |
| 30 Sep, 21 | 188 | 2.73% | 20,045,224 | 6.50% | 102.49% | 1.02% | 86 | -28.93% | 74 | 89.74% |
| 30 Jun, 21 | 183 | -6.63% | 18,822,059 | 7.73% | 100.26% | 1.11% | 121 | 19.80% | 39 | -41.79% |
| 31 Mar, 21 | 196 | 8.89% | 17,471,215 | -0.03% | 95.08% | 0.88% | 101 | 8.60% | 67 | 9.84% |
| 31 Dec, 20 | 180 | 5.26% | 17,476,874 | 5.55% | 104.12% | 1.15% | 93 | 4.49% | 61 | 3.39% |
| 30 Sep, 20 | 171 | 14.00% | 16,557,909 | 0.93% | 95.29% | 0.96% | 89 | -4.30% | 59 | 55.26% |
| 30 Jun, 20 | 150 | 16.28% | 16,404,767 | 7.50% | 99.68% | 1.04% | 93 | 36.76% | 38 | -13.64% |
| 31 Mar, 20 | 129 | 6.61% | 15,260,787 | 1.06% | 98.05% | 0.95% | 68 | 4.62% | 44 | 22.22% |
| 31 Dec, 19 | 121 | 5.22% | 15,101,351 | 11.31% | 101.60% | 1.27% | 65 | -5.80% | 36 | 24.14% |
| 30 Sep, 19 | 115 | 2.68% | 13,566,786 | 6.34% | 89.61% | 1.22% | 69 | -5.48% | 29 | 16.00% |
| 30 Jun, 19 | 112 | 40.00% | 12,758,136 | 8.68% | 85.76% | 1.26% | 73 | 65.91% | 25 | 13.64% |
| 31 Mar, 19 | 80 | 15.94% | 11,739,145 | 5.61% | 82.61% | 1.23% | 44 | 15.79% | 22 | 10.00% |
| 31 Dec, 18 | 69 | -12.66% | 11,115,654 | 13.55% | 81.80% | 1.56% | 38 | -32.14% | 20 | 33.33% |
| 30 Sep, 18 | 79 | 29.51% | 9,789,073 | -4.38% | 72.33% | 1.26% | 56 | -8.20% | 15 | - |
| 30 Jun, 18 | 61 | - | 10,237,380 | - | 75.65% | - | 61 | - | - | - |
Goosehead Insurance Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Goosehead Insurance's stock was made by Langston Patrick Ryan on Aug 16 2024, selling 2,326 shares at $40.88 per share (valued at $95.09K).
Goosehead Insurance Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 3 | 11 | 27.27% |
| Q2 2024 | 9 | 2 | 450.00% |
| Q1 2024 | 17 | 30 | 56.67% |
| Q4 2023 | 27 | 106 | 25.47% |
| Q3 2023 | 29 | 91 | 31.87% |
| Q2 2023 | 50 | 125 | 40.00% |
| Q1 2023 | 21 | 36 | 58.33% |
| Q4 2022 | 27 | 72 | 37.50% |
| Q3 2022 | 26 | 113 | 23.01% |
| Q2 2022 | 17 | 27 | 62.96% |
| Q1 2022 | 13 | 49 | 26.53% |
| Q4 2021 | 37 | 199 | 18.59% |
| Q3 2021 | 33 | 159 | 20.75% |
| Q2 2021 | 57 | 337 | 16.91% |
| Q1 2021 | 27 | 149 | 18.12% |
| Q4 2020 | 108 | 639 | 16.90% |
| Q3 2020 | 44 | 322 | 13.66% |
| Q2 2020 | 114 | 443 | 25.73% |
| Q1 2020 | 84 | 412 | 20.39% |
| Q4 2019 | 12 | 171 | 7.02% |
3 total buy trades, and 11 total sell trades (buy/sell ratio of 0.27%) were made by Goosehead Insurance's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | 2 | - | - |
| Q1 2024 | 5 | 14 | 35.71% |
| Q4 2023 | - | 51 | - |
| Q3 2023 | 2 | 42 | 4.76% |
| Q2 2023 | - | 44 | - |
| Q1 2023 | 8 | 16 | 50.00% |
| Q4 2022 | 4 | 33 | 12.12% |
| Q3 2022 | 1 | 62 | 1.61% |
| Q2 2022 | - | 15 | - |
| Q1 2022 | - | 35 | - |
| Q4 2021 | - | 128 | - |
| Q3 2021 | - | 109 | - |
| Q2 2021 | - | 230 | - |
| Q1 2021 | - | 95 | - |
| Q4 2020 | - | 444 | - |
| Q3 2020 | - | 226 | - |
| Q2 2020 | - | 232 | - |
| Q1 2020 | - | 248 | - |
| Q4 2019 | - | 147 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Goosehead Insurance's stocks.
Goosehead Insurance Peer Ownership
GSHD Ownership FAQ
Who Owns Goosehead Insurance?
Goosehead Insurance is owned by institutional shareholders (13.89%), insiders (3.75%), and public (82.36%). The largest institutional shareholder of Goosehead Insurance is BLACKROCK INC. (14.91% of total shares) and the top mutual fund owner is SPARROW FUNDS (1.90% of total shares).
Who are the major institutional shareholders of Goosehead Insurance?
Goosehead Insurance's major institutional shareholders are BLACKROCK INC., KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, VANGUARD GROUP INC, WASATCH ADVISORS LP, and CAPITAL WORLD INVESTORS. The top five shareholders own together 55.88% of the company's share outstanding.
How many Goosehead Insurance shareholders are there?
As of Jun 2024, there are 97 institutional shareholders of Goosehead Insurance.
What percentage of Goosehead Insurance is owned by BLACKROCK INC?
BLACKROCK INC owns 3.68M shares of Goosehead Insurance, representing 14.91% of the company's total shares outstanding, valued at $211.45M (as of Jun 2024).
What percentage of Goosehead Insurance is owned by KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC?
As of Jun 2024, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds 3.43M shares of Goosehead Insurance (GSHD), compromising 13.89% of the company, valued at $196.96M.
What percentage of Goosehead Insurance is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Goosehead Insurance. The company owns 2.52M of the company's shares outstanding (worth $144.72M).