Motley Fool Asset Management LLC GSHD GOOSEHEAD INSURANCE INC A

Ownership history in Motley Fool Asset Management LLC  ·  29 quarters on record

AI Ownership Summary

Motley Fool Asset Management LLC reported GOOSEHEAD INSURANCE INC A (GSHD) in 29 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.19% in 2024 Q1. The latest visible filing shows GSHD at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GSHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Motley Fool Asset Management LLC's position in GOOSEHEAD INSURANCE INC A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GSHD was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Motley Fool Asset Management LLC held GSHD — position size vs. price
% of Fund (quarterly)    GSHD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 33,196 -4,176 -11.2% 0.06% $1.6M 2026-08-06 $66.66
2026 Q1 REDUCED 66.9% +12.5% 37,372 -75,585 -66.9% 0.07% $1.6M 2026-05-12 $39.65
2025 Q4 ADDED 112,957 +27,449 +32.1% 0.32% $8.3M 2026-02-11 $49.51
2025 Q3 ADDED 85,508 +19,813 +30.2% 0.26% $6.4M 2025-11-14 $69.03
2025 Q2 REDUCED 11.3% -30.3% 65,695 -8,397 -11.3% 0.32% $6.9M 2025-08-01 $85.72
2025 Q1 REDUCED 13.6% -10.6% 74,092 -11,630 -13.6% 0.49% $8.7M 2025-05-12 $105.42
2024 Q4 REDUCED 42.0% +16.3% 85,722 -61,998 -42.0% 0.48% $9.2M 2025-02-12 $109.84
2024 Q3 REDUCED 147,720 -7,201 -4.6% 0.78% $13.2M 2024-11-14 $112.81
2024 Q2 REDUCED 71.0% +55.5% 154,921 -378,579 -71.0% 0.57% $8.6M 2024-08-08 $80.02
2024 Q1 ADDED 533,500 +428,355 +407.4% 1.19% $35.5M 2024-05-08 $55.84
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Motley Fool Asset Management LLC and GSHD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Motley Fool Asset Management LLC reported owning GSHD?

Motley Fool Asset Management LLC reported GSHD across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported GSHD position in Motley Fool Asset Management LLC's portfolio?

The largest reported portfolio weight for GSHD was 1.19% in 2024 Q1.

What is the latest reported GSHD position on this page?

The most recent filing on this page is 2026 Q2, when Motley Fool Asset Management LLC reported 33,196 shares, equal to 0.06% of portfolio, with an estimated market value of $1.6M.

What does the chart on this GSHD ownership page compare?

The chart compares Motley Fool Asset Management LLC's quarterly GSHD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Motley Fool Asset Management LLC time their GSHD position?

Based on 13F filing dates vs. subsequent GSHD price moves, Motley Fool Asset Management LLC correctly timed 13 out of 28 reported position changes (46%). The annualised alpha on GSHD relative to SPY over the holding period was -8.3%.

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