Number of Shares
1.14 Mil
Current Holdings Value*
$134.84 Mil
% of Portfolio
6.27%
Total Estimate Gain
$126.72 Mil
% of Total Estimate Gain
93.30%

Virtus KAR Small-Cap Growth Fund's Goosehead Insurance Inc Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 1.14 Mil shares of Goosehead Insurance Inc(GSHD), totaling $134.84 Mil. This investment constitutes 6.27% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 4.56% of the outstanding Goosehead Insurance Inc(GSHD) stock.

The initial trade took place in 2019Q4. And since then Virtus KAR Small-Cap Growth Fund has made 4 purchases of GSHD, at an average price of $50.12, for a total of 2.71 Mil shares. In addition, there have been 11 sales at an average price of $92.79 for 1.57 Mil shares. Based on historical transaction data and GSHD's current price of $102.48, Virtus KAR Small-Cap Growth Fund's estimated gain on his GSHD holdings is $126.72 Mil, reflecting a 93.30% gain to date.

Virtus KAR Small-Cap Growth Fund GSHD ($102.48) Holding Chart

Virtus KAR Small-Cap Growth Fund GSHD ($102.48) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1