Number of Shares
422,294.00
Current Holdings Value*
$49.86 Mil
% of Portfolio
4.85%
Total Estimate Gain
$26.99 Mil
% of Total Estimate Gain
53.92%

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

As of 2025-03-31, VIRTUS EQUITY TRUST held 422,294.00 shares of Goosehead Insurance Inc(GSHD), totaling $49.86 Mil. This investment constitutes 4.85% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 1.69% of the outstanding Goosehead Insurance Inc(GSHD) stock.

The initial trade took place in 2019Q3. And since then Virtus KAR Mid-Cap Growth Fund has made 7 purchases of GSHD, at an average price of $59.25, for a total of 844,753.00 shares. In addition, there have been 12 sales at an average price of $80.52 for 422,459.00 shares. Based on historical transaction data and GSHD's current price of $101.87, Virtus KAR Mid-Cap Growth Fund's estimated gain on his GSHD holdings is $26.99 Mil, reflecting a 53.92% gain to date.

Virtus KAR Mid-Cap Growth Fund GSHD ($101.87) Holding Chart

Virtus KAR Mid-Cap Growth Fund GSHD ($101.87) 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 %

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