Goosehead Insurance Ownership | Who Owns Goosehead Insurance?
Goosehead Insurance Ownership Summary
Goosehead Insurance is owned by 108.82% institutional investors, 3.69% insiders. Blackrock is the largest institutional shareholder, holding 14.91% of GSHD shares. American Funds SMALLCAP World A is the top mutual fund, with 8.06% of its assets in Goosehead Insurance shares.
GSHD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Goosehead Insurance | 108.82% | 3.69% | -12.50% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Diversified Insurance Stocks | 56.91% | 5.58% | 37.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.68M | 14.91% | $211.45M |
| Kayne anderson rudnick investment management | 3.43M | 13.89% | $196.96M |
| Vanguard group | 2.52M | 10.20% | $144.72M |
| Wasatch advisors lp | 2.48M | 10.04% | $142.47M |
| Capital world investors | 1.69M | 6.84% | $96.96M |
| Df dent | 1.38M | 5.59% | $79.28M |
| T. rowe price investment management | 1.18M | 4.79% | $67.93M |
| State street | 874.26K | 3.54% | $50.22M |
| Owls nest partners ia | 692.97K | 2.81% | $39.80M |
| Geode capital management | 637.54K | 2.58% | $36.63M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Owls nest partners ia | 692.97K | 11.37% | $39.80M |
| 3g capital partners lp | 462.30K | 10.21% | $26.55M |
| Ewing morris & co. investment partners | 78.60K | 2.87% | $4.51M |
| Jacobson & schmitt advisors | 128.05K | 1.67% | $7.36M |
| Ashford capital management | 176.42K | 1.37% | $10.13M |
| Df dent | 1.38M | 1.02% | $79.28M |
| Pfs partners | 23.27K | 0.83% | $1.34M |
| Wasatch advisors lp | 2.48M | 0.76% | $142.47M |
| Motley fool wealth management | 197.97K | 0.58% | $11.33M |
| Motley fool asset management | 154.92K | 0.57% | $8.64M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kayne anderson rudnick investment management | 3.43M | 0.48% | 879.96K |
| T. rowe price investment management | 1.18M | 0.04% | 613.02K |
| Wasatch advisors lp | 2.48M | 0.76% | 378.53K |
| Akre capital management | 366.13K | 0.18% | 122.45K |
| Blackrock | 3.68M | 0.00% | 122.25K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Loomis sayles & co l p | - | - | -625.31K |
| Wildcat capital management | - | - | -516.01K |
| Nuveen asset management | 70.45K | 0.00% | -184.64K |
| Millennium management | 31.05K | 0.00% | -154.32K |
| Goldman sachs group | 246.05K | 0.00% | -143.04K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Corebridge financial | 13.67K | 0.00% | 13.67K | $785.26K |
| Mirae asset global etfs | 11.39K | 0.00% | 11.39K | $654.18K |
| Marshall wace, llp | 7.59K | 0.00% | 7.59K | $435.86K |
| Yorktown management & research | 5.05K | 0.31% | 5.05K | $290.07K |
| Kbc group nv | 926.00 | 0.00% | 926.00 | $53.00K |
Sold Out
| Holder | Change |
|---|---|
| Lindbrook capital | -1.00 |
| Tfc financial management | -1.00 |
| Dinuzzo private wealth | -2.00 |
| Abound wealth management | -3.00 |
| Prestige wealth management group | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 231 | 6.94% | 26,434,535 | -1.90% | 108 | 0.91% | 105 | -15.32% | 91 | 42.19% |
| Jun 30, 2024 | 216 | -10.00% | 26,947,037 | 3.33% | 109 | 1.01% | 124 | 11.71% | 64 | -28.89% |
| Mar 31, 2024 | 240 | -6.61% | 26,078,099 | 3.22% | 103 | 0.99% | 111 | -15.91% | 90 | 9.76% |
| Dec 31, 2023 | 257 | 7.98% | 25,264,646 | -2.95% | 102 | 0.88% | 132 | -4.35% | 82 | 32.26% |
| Sep 30, 2023 | 238 | 30.05% | 26,032,668 | 9.36% | 107 | 1.07% | 138 | 58.62% | 62 | 6.90% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 1.95M | 8.06% | - |
| Virtus KAR Small-Cap Growth I | 1.69M | 6.99% | 492.64K |
| iShares Core S&P Small-Cap ETF | 1.55M | 6.35% | 1.44K |
| Wasatch Core Growth | 905.13K | 3.71% | 130.79K |
| Vanguard Total Stock Mkt Idx Inv | 709.38K | 2.91% | -4.38K |
| Virtus KAR Mid-Cap Growth A | 599.15K | 2.48% | -27.84K |
| iShares Russell 2000 ETF | 578.77K | 2.37% | -1.30K |
| Vanguard Small Cap Index | 547.23K | 2.24% | 1.05K |
| DF Dent Mid Cap Growth | 488.78K | 2.00% | -1.20K |
| Wasatch Small Cap Growth Investor | 427.23K | 1.75% | -55.84K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 07, 2024 | Miller Mark | President and CEO | Sell | $44.46K |
| Nov 06, 2024 | Miller Mark | President and CEO | Sell | $362.45K |
| Nov 07, 2024 | Miller Mark | President and CEO | Sell | $6.38M |
| Oct 24, 2024 | KEBODEAUX ADRIENNE | Member of 10% owner group | Sell | $326.49K |
| Oct 24, 2024 | KEBODEAUX ADRIENNE | Member of 10% owner group | Sell | $4.08M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 7 |
| 2024 Q3 | - | 12 |
| 2024 Q2 | 2 | - |
| 2024 Q1 | 5 | 14 |
| 2023 Q4 | - | 51 |
GSHD Ownership FAQ
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