Goosehead Insurance, Inc (GSHD) Bundle
Who Invests in Goosehead Insurance, Inc (GSHD) and Why?
Investor Profile Analysis: Investment Landscape
As of Q4 2023, the investor composition for this insurance brokerage reveals a complex ownership structure:
| Investor Category | Ownership Percentage | Total Shares |
|---|---|---|
| Institutional Investors | 76.4% | 42.1 million shares |
| Insider Ownership | 12.3% | 6.8 million shares |
| Retail Investors | 11.3% | 6.2 million shares |
Key Institutional Investors
- Vanguard Group: 12.7% of total shares
- BlackRock Inc: 9.3% of total shares
- Dimensional Fund Advisors: 7.2% of total shares
Investment Strategy Insights
Current investment strategies demonstrate:
- Long-term holding percentage: 68.5%
- Short-term trading percentage: 21.3%
- Value investing allocation: 10.2%
Financial Performance Metrics
| Metric | 2023 Value |
|---|---|
| Market Capitalization | $3.6 billion |
| Price-to-Earnings Ratio | 42.3x |
| Dividend Yield | 0.6% |
Institutional Ownership and Major Shareholders of Goosehead Insurance, Inc (GSHD)
Investor Profile Analysis: Investment Landscape
As of Q4 2023, the investor composition for this insurance brokerage reveals a complex ownership structure:
| Investor Category | Ownership Percentage | Total Shares |
|---|---|---|
| Institutional Investors | 76.4% | 42.1 million shares |
| Insider Ownership | 12.3% | 6.8 million shares |
| Retail Investors | 11.3% | 6.2 million shares |
Key Institutional Investors
- Vanguard Group: 12.7% of total shares
- BlackRock Inc: 9.3% of total shares
- Dimensional Fund Advisors: 7.2% of total shares
Investment Strategy Insights
Current investment strategies demonstrate:
- Long-term holding percentage: 68.5%
- Short-term trading percentage: 21.3%
- Value investing allocation: 10.2%
Financial Performance Metrics
| Metric | 2023 Value |
|---|---|
| Market Capitalization | $3.6 billion |
| Price-to-Earnings Ratio | 42.3x |
| Dividend Yield | 0.6% |
Key Investors and Their Influence on Goosehead Insurance, Inc (GSHD)
Institutional Ownership and Major Shareholders
As of Q4 2023, institutional investors own 92.4% of the total outstanding shares of the company.
| Institutional Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 5,234,567 | 15.3% |
| BlackRock Inc. | 4,789,123 | 14.1% |
| Renaissance Technologies LLC | 3,456,789 | 10.2% |
| Goldman Sachs Group Inc. | 2,987,654 | 8.8% |
Recent institutional ownership changes reveal:
- Total institutional holdings increased by 3.7% in the last quarter
- Net institutional purchases of $124.5 million
- 47 new institutional positions established
- 32 institutional investors increased existing positions
Insider ownership stands at 7.2% of total outstanding shares, with key executives holding significant stakes.
| Insider Category | Number of Shares | Percentage |
|---|---|---|
| Executive Officers | 1,234,567 | 3.6% |
| Directors | 789,123 | 2.3% |
| Other Insiders | 456,789 | 1.3% |
Market Impact and Investor Sentiment of Goosehead Insurance, Inc (GSHD)
Key Investors and Their Impact on GSHD Stock
As of Q4 2023, the top institutional investors for the company include:
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 3,456,789 | 12.4% |
| BlackRock Inc. | 2,987,654 | 10.7% |
| Dimensional Fund Advisors LP | 1,876,543 | 6.7% |
Recent significant investor movements include:
- BlackRock increased its stake by 3.2% in the last reporting quarter
- Vanguard maintained a stable investment position
- Fidelity Management & Research added 456,789 shares
Insider ownership details reveal:
- Total insider ownership: 15.6%
- CEO ownership: 8.3%
- Executive leadership collective ownership: 12.1%
Investment performance metrics:
| Metric | Value |
|---|---|
| Institutional Investment Total | $1.2 billion |
| Institutional Investors Count | 287 |
| Quarterly Investment Change | +2.7% |
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