Goosehead Insurance Ownership

GSHD Stock  USD 101.87  0.22  0.22%   
The majority of Goosehead Insurance outstanding shares are owned by outside corporations. These institutional investors are usually referred to as non-private investors looking to purchase positions in Goosehead Insurance to benefit from reduced commissions. Consequently, third-party entities are subject to a different set of regulations than regular investors in Goosehead Insurance. Please pay attention to any change in the institutional holdings of Goosehead Insurance as this could imply that something significant has changed or is about to change at the company.
 
Shares in Circulation  
First Issued
2017-03-31
Previous Quarter
38.3 M
Current Value
38.3 M
Avarage Shares Outstanding
23.9 M
Quarterly Volatility
8.7 M
 
Covid
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Goosehead Insurance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate.
For information on how to trade Goosehead Stock refer to our How to Trade Goosehead Stock guide.

Goosehead Stock Ownership Analysis

About 94.0% of the company shares are owned by institutional investors. The company last dividend was issued on the 21st of January 2025. Goosehead Insurance, Inc. operates as a holding company for Goosehead Financial, LLC that provides personal lines insurance agency services in the United States. Goosehead Insurance, Inc. was founded in 2003 and is headquartered in Westlake, Texas. Goosehead Insurance operates under InsuranceDiversified classification in the United States and is traded on NASDAQ Exchange. It employs 1238 people. To learn more about Goosehead Insurance call Mark Jones at 214 838 5500 or check out https://www.goosehead.com.

Goosehead Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Goosehead Insurance is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Goosehead Insurance backward and forwards among themselves. Goosehead Insurance's institutional investor refers to the entity that pools money to purchase Goosehead Insurance's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Dimensional Fund Advisors, Inc.2025-03-31
417.5 K
Akre Capital Management, Llc2025-03-31
366.1 K
Goldman Sachs Group Inc2025-03-31
354.8 K
D. E. Shaw & Co Lp2025-03-31
333.8 K
Ubs Group Ag2025-03-31
287.5 K
Capital Research & Mgmt Co - Division 32025-03-31
266.8 K
Northern Trust Corp2025-03-31
266.5 K
Balyasny Asset Management Llc2025-03-31
254.6 K
Riverbridge Partners Llc2025-06-30
240.4 K
Blackrock Inc2025-03-31
3.5 M
Kayne Anderson Rudnick Investment Management Llc2025-03-31
2.5 M
Note, although Goosehead Insurance's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Goosehead Insurance Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Goosehead Insurance insiders, such as employees or executives, is commonly permitted as long as it does not rely on Goosehead Insurance's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Goosehead Insurance insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Mark & Robyn Jones Descendants Trust 2014 a day ago
Acquisition by Mark Robyn Jones Descendants Trust 2014 of 37221 shares of Goosehead Insurance subject to Rule 16b-3
 
Mark & Robyn Jones Descendants Trust 2014 over three weeks ago
Disposition of 21194 shares by Mark Robyn Jones Descendants Trust 2014 of Goosehead Insurance at 104.14 subject to Rule 16b-3
 
Mark & Robyn Jones Descendants Trust 2014 over a month ago
Disposition of 16256 shares by Mark Robyn Jones Descendants Trust 2014 of Goosehead Insurance at 102.14 subject to Rule 16b-3
 
Mark Jones over two months ago
Disposition of 100 shares by Mark Jones of Goosehead Insurance subject to Rule 16b-3
 
Robyn Jones over two months ago
Disposition of 92000 shares by Robyn Jones of Goosehead Insurance subject to Rule 16b-3
 
Mark & Robyn Jones Descendants Trust 2014 over two months ago
Disposition of 93983 shares by Mark Robyn Jones Descendants Trust 2014 of Goosehead Insurance at 105.51 subject to Rule 16b-3
 
Mark & Robyn Jones Descendants Trust 2014 over two months ago
Disposition of 10223 shares by Mark Robyn Jones Descendants Trust 2014 of Goosehead Insurance at 104.77 subject to Rule 16b-3
 
Mark & Robyn Jones Descendants Trust 2014 over two months ago
Disposition of 4928 shares by Mark Robyn Jones Descendants Trust 2014 of Goosehead Insurance at 103.2 subject to Rule 16b-3
 
Cruzado Waded over two months ago
Disposition of 6667 shares by Cruzado Waded of Goosehead Insurance at 92.08 subject to Rule 16b-3
 
Cruzado Waded over two months ago
Acquisition by Cruzado Waded of 6586 shares of Goosehead Insurance at 102.7 subject to Rule 16b-3
 
Mark & Robyn Jones Descendants Trust 2014 over three months ago
Disposition of 25186 shares by Mark Robyn Jones Descendants Trust 2014 of Goosehead Insurance at 121.21 subject to Rule 16b-3
 
Mark Jones over three months ago
Acquisition by Mark Jones of 10418 shares of Goosehead Insurance at 10.0 subject to Rule 16b-3

Goosehead Insurance Outstanding Bonds

Goosehead Insurance issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Goosehead Insurance uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Goosehead bonds can be classified according to their maturity, which is the date when Goosehead Insurance has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Goosehead Insurance Corporate Filings

F4
29th of May 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
14th of May 2025
Other Reports
ViewVerify
8K
6th of May 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F3
28th of April 2025
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify

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When determining whether Goosehead Insurance is a strong investment it is important to analyze Goosehead Insurance's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Goosehead Insurance's future performance. For an informed investment choice regarding Goosehead Stock, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Goosehead Insurance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate.
For information on how to trade Goosehead Stock refer to our How to Trade Goosehead Stock guide.
You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
Is Insurance Brokers space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Goosehead Insurance. If investors know Goosehead will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Goosehead Insurance listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.766
Earnings Share
1.2
Revenue Per Share
13.211
Quarterly Revenue Growth
0.174
Return On Assets
0.105
The market value of Goosehead Insurance is measured differently than its book value, which is the value of Goosehead that is recorded on the company's balance sheet. Investors also form their own opinion of Goosehead Insurance's value that differs from its market value or its book value, called intrinsic value, which is Goosehead Insurance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Goosehead Insurance's market value can be influenced by many factors that don't directly affect Goosehead Insurance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Goosehead Insurance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Goosehead Insurance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Goosehead Insurance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.