Jacobson & Schmitt Advisors, LLC Goosehead Insurance, Inc. Transaction History

Jacobson & Schmitt Advisors, LLC

$572 Million
Q3 2025

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 136,553 shares of GSHD stock, worth $9.43 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

136,553

Previous 103,572 31.84%

Holding current value

$9.43 Million

Previous $10.9 Million 7.0%

% of portfolio

1.78%

Previous 1.99%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$73.5 - $104.57 $2.42 Million - $3.45 Million	32,981 Added 31.84%	136,553 $10.2 Million
Q2 2025 Aug 05, 2025	SELL	$93.19 - $121.83 $433,706 - $566,996	-4,654 Reduced 4.3%	103,572 $10.9 Million
Q1 2025 May 02, 2025	SELL	$98.59 - $123.84 $1.12 Million - $1.41 Million	-11,406 Reduced 9.53%	108,226 $12.8 Million
Q4 2024 Feb 03, 2025	SELL	$87.63 - $129.69 $1.93 Million - $2.85 Million	-22,010 Reduced 15.54%	119,632 $12.8 Million
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

# of Institutions

282

Shares Held

27.1M

Call Options Held

261K

Put Options Held

8.8K

View Full List

About Goosehead Insurance, Inc.

Ticker GSHD
Exchange NASDAQ
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 21,147,300
Market Cap $1.46B
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...

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Jacobson & Schmitt Advisors, LLC Goosehead Insurance, Inc. Transaction History