Polen Capital Goosehead Insurance, Inc. Transaction History

Polen Capital Management LLC

$43.3 Billion
Q1 2024

A detailed history of Polen Capital (Polen Capital Management LLC) transactions in Goosehead Insurance, Inc. stock. As of the latest transaction made, Polen Capital Management LLC holds 132,002 shares of GSHD stock, worth $8.37 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

132,002

Previous 151,971 13.14%

Holding current value

$8.37 Million

Previous $11.5 Million 23.67%

% of portfolio

0.02%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$62.94 - $91.79 $1.26 Million - $1.83 Million	-19,969 Reduced 13.14%	132,002 $8.79 Million
Q4 2023 Feb 13, 2024	SELL	$64.87 - $78.6 $4.53 Million - $5.49 Million	-69,902 Reduced 31.51%	151,971 $11.5 Million
Q3 2023 Nov 13, 2023	SELL	$58.46 - $78.47 $481,067 - $645,729	-8,229 Reduced 3.58%	221,873 $16.5 Million
Q2 2023 Aug 11, 2023	SELL	$50.12 - $62.89 $3.04 Million - $3.82 Million	-60,666 Reduced 20.86%	230,102 $14.5 Million
Q1 2023 May 11, 2023	SELL	$31.95 - $54.0 $70,258 - $118,746	-2,199 Reduced 0.75%	290,768 $15.2 Million

Q4 2022 Feb 13, 2023	SELL	$29.42 - $41.26 $600,168 - $841,704	-20,400 Reduced 6.51%	292,967 $10.1 Million
Q3 2022 Nov 04, 2022	BUY	$35.64 - $70.74 $2.89 Million - $5.74 Million	81,171 Added 34.96%	313,367 $11.2 Million
Q2 2022 Aug 10, 2022	BUY	$39.49 - $79.45 $638,711 - $1.29 Million	16,174 Added 7.49%	232,196 $10.6 Million
Q1 2022 May 12, 2022	BUY	$64.2 - $130.22 $2.11 Million - $4.28 Million	32,859 Added 17.94%	216,022 $17 Million
Q4 2021 Feb 11, 2022	BUY	$122.51 - $177.3 $2.96 Million - $4.29 Million	24,169 Added 15.2%	183,163 $23.8 Million
Q3 2021 Nov 10, 2021	BUY	$111.74 - $161.3 $1.4 Million - $2.02 Million	12,513 Added 8.54%	158,994 $24.2 Million
Q2 2021 Aug 12, 2021	BUY	$82.02 - $127.93 $1.76 Million - $2.75 Million	21,471 Added 17.18%	146,481 $18.6 Million
Q1 2021 May 12, 2021	BUY	$105.85 - $174.55 $5.04 Million - $8.3 Million	47,577 Added 61.44%	125,010 $13.4 Million
Q4 2020 Feb 11, 2021	BUY	$81.46 - $130.65 $1.21 Million - $1.95 Million	14,899 Added 23.83%	77,433 $9.66 Million
Q3 2020 Nov 12, 2020	BUY	$75.56 - $112.5 $4.73 Million - $7.04 Million	62,534 New	62,534 $5.42 Million

Others Institutions Holding GSHD

# of Institutions

243

Shares Held

26M

Call Options Held

31.3K

Put Options Held

34K

View Full List

About Goosehead Insurance, Inc.

Ticker GSHD
Exchange NASDAQ
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 21,147,300
Market Cap $1.34B
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 Polen Capital's Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Polen Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polen Capital Management LLC and Polen Capital with notifications on news.

Account