A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Goosehead Insurance, Inc. stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 141,642 shares of GSHD stock, worth $15.3 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
141,642
Previous 128,048 10.62%
Holding current value
$15.3 Million
Previous $7.36 Million 72.29%
% of portfolio
2.6%
Previous 1.67%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$55.77 - $90.46 $758,137 - $1.23 Million
13,594 Added 10.62%
141,642 $12.7 Million
Q2 2024

Aug 12, 2024

BUY
$53.16 - $68.87 $1.39 Million - $1.8 Million
26,084 Added 25.58%
128,048 $7.36 Million
Q1 2024

May 08, 2024

BUY
$62.94 - $91.79 $36,505 - $53,238
580 Added 0.57%
101,964 $6.79 Million
Q4 2023

Feb 08, 2024

SELL
$64.87 - $78.6 $1.77 Million - $2.14 Million
-27,221 Reduced 21.17%
101,384 $7.68 Million
Q3 2023

Nov 07, 2023

SELL
$58.46 - $78.47 $657,791 - $882,944
-11,252 Reduced 8.05%
128,605 $9.58 Million
Q2 2023

Aug 14, 2023

SELL
$50.12 - $62.89 $1.54 Million - $1.93 Million
-30,633 Reduced 17.97%
139,857 $8.8 Million
Q1 2023

May 12, 2023

BUY
$31.95 - $54.0 $910,479 - $1.54 Million
28,497 Added 20.07%
170,490 $8.9 Million
Q3 2022

Nov 09, 2022

BUY
$35.64 - $70.74 $85,785 - $170,271
2,407 Added 1.72%
141,993 $5.06 Million
Q2 2022

Aug 08, 2022

BUY
$39.49 - $79.45 $2.31 Million - $4.65 Million
58,481 Added 72.11%
139,586 $6.38 Million
Q1 2022

May 06, 2022

BUY
$64.2 - $130.22 $602,773 - $1.22 Million
9,389 Added 13.09%
81,105 $6.37 Million
Q4 2021

Feb 10, 2022

SELL
$122.51 - $177.3 $67,748 - $98,046
-553 Reduced 0.77%
71,716 $9.33 Million
Q3 2021

Nov 12, 2021

SELL
$111.74 - $161.3 $458,692 - $662,136
-4,105 Reduced 5.37%
72,269 $11 Million
Q2 2021

Aug 10, 2021

BUY
$82.02 - $127.93 $6.26 Million - $9.77 Million
76,374 New
76,374 $9.72 Million

Others Institutions Holding GSHD

About Goosehead Insurance, Inc.


  • Ticker GSHD
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 21,147,300
  • Market Cap $2.28B
  • Description
  • Goosehead Insurance, Inc. operates as a holding company for Goosehead Financial, LLC that provides personal lines insurance agency services in the United States. The company operates in two segments, Corporate Channel and Franchise Channel. It offers homeowner's, insurance, automotive, dwelling property insurance, flood, wind, earthquake, excess...
More about GSHD
Track This Portfolio

Track Jacobson & Schmitt Advisors, LLC Portfolio

Follow Jacobson & Schmitt Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jacobson & Schmitt Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jacobson & Schmitt Advisors, LLC with notifications on news.