Chuck Akre
Akre Capital Management
Chuck Akre Goosehead Insurance Inc stake
total: 85
Akre Capital Management GSHD trades
- Total transactions:
- 12
- New positions:
- 1
- Added:
- 10
- Reduced:
- 1
- Held since:
- 2018 Q4
- Held for:
- 31 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Chuck Akre holds 443,385 Goosehead Insurance Inc (GSHD) shares with a market value of roughly $21.50M accounting for 0.42% of the overall portfolio. To date, the estimated cost basis is nearly $59.12 for "buy" trades and estimated average "sell" price is $35.64. Akre Capital Management first purchased GSHD in 2018 Q4, initially acquiring 11,831 shares. Since the initial investment in Goosehead Insurance Inc (GSHD), Akre Capital Management has made 11 more transactions.
When did Chuck Akre buy Goosehead Insurance Inc (GSHD)?
Chuck Akre first invested in Goosehead Insurance Inc (GSHD) in 2018 Q4 at the reported quarter-end price of $26.29 per share.
What's the cost basis of Akre Capital Management's GSHD stake?
The estimated cost basis for Goosehead Insurance Inc (GSHD) stake is around $59.12 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $59.12
- Weighted AVG sell price:
- $35.64
Chuck Akre's historical trades in Goosehead Insurance Inc
12 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.31%
|
443,385
|
$42.66
|
$18,914,804
|
+19.48% (+72,289)
|
+0.05%
|
|
2025 Q4
|
0.30%
|
371,096
|
$73.65
|
$27,331,220
|
+1.36% (+4,971)
|
+0%
|
|
2024 Q2
|
0.19%
|
366,125
|
$57.44
|
$21,030,220
|
+50.25% (+122,453)
|
+0.06%
|
|
2022 Q3
|
0.08%
|
243,672
|
$35.64
|
$8,684,000
|
-30.05% (-104,694)
|
-0.03%
|
|
2022 Q2
|
0.13%
|
348,366
|
$45.67
|
$15,910,000
|
+18.75% (+55,000)
|
+0.02%
|
|
2021 Q2
|
0.23%
|
293,366
|
$127.30
|
$37,345,000
|
+20.55% (+50,000)
|
+0.04%
|
|
2020 Q3
|
0.15%
|
$86.59
|
+28.99% (+54,694)
|
|||
|
2020 Q2
|
0.11%
|
$75.16
|
+9.59% (+16,504)
|
|||
|
2019 Q4
|
0.07%
|
$42.40
|
+69.64% (+70,678)
|
|||
|
2019 Q2
|
0.05%
|
$47.80
|
+164.77% (+63,159)
|
|||
|
2019 Q1
|
0.01%
|
$27.89
|
+223.99% (+26,500)
|
|||
|
2018 Q4
|
0.00%
|
$26.29
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.