GSHD
Goosehead Insurance Inc
Goosehead Insurance Inc historical holders
total: 3
Akre Capital Management Goosehead Insurance Inc transactions over time
- Total transactions:
- 12
- New positions:
- 1
- Added:
- 10
- Reduced:
- 1
- Held since:
- 2018 Q4
- Held for:
- 31 quarters
- Latest activity:
- 2026 Q1
Chuck Akre has been an institutional investor in Goosehead Insurance Inc (GSHD) since 2018 Q4. According to 2026 Q2 report, Chuck Akre holds 443,385 shares with a market value of roughly $21.50M representing 0.42% of their equity portfolio. The fund/company first acquired GSHD in 2018 Q4, initially purchasing 11,831 shares. Since the initial investment, Akre Capital Management has made 11 more transactions in this position.
Does Chuck Akre still hold GSHD?
Yes, Chuck Akre continues to hold Goosehead Insurance Inc (GSHD). According to their 2026 Q2 report, they maintain a position of 443,385 shares valued at approximately $21.50M, representing 0.42% of their equity portfolio.
When did Chuck Akre first invest in GSHD?
Chuck Akre first invested in Goosehead Insurance Inc (GSHD) in 2018 Q4 at the reported quarter-end price of $26.29 per share, acquiring 11,831 shares in their initial purchase.
What is Chuck Akre's average cost basis for GSHD?
Based on historical transaction data, Chuck Akre's estimated cost basis for Goosehead Insurance Inc (GSHD) is approximately $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
GSHD transactions history by Akre Capital Management
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.