Financial Management Professionals, Inc. GSHD — Goosehead Insurance Inc

Ownership history in Financial Management Professionals, Inc.  ·  4 quarters on record

AI Ownership Summary

Financial Management Professionals, Inc. reported Goosehead Insurance Inc (GSHD) in 4 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows GSHD at 0.00% 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.

What this GSHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Management Professionals, Inc.'s position in Goosehead Insurance Inc, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 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.

GSHD stock page Financial Management Professionals, Inc. fund profile Financial Management Professionals, Inc. full holdings
How Financial Management Professionals, Inc. 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 381 -237 -38.3% 0.00% $18K 2026-07-09 $52.96
2025 Q1 REDUCED 7.9% -10.6% ✅ 618 -53 -7.9% 0.01% $73K 2025-04-10 $111.03
2024 Q4 REDUCED — — — 671 -4 -0.6% 0.01% $72K 2025-01-15 $104.89
2024 Q3 INITIATED — — — 675 — — 0.01% $60K 2024-10-24 $102.34

🏢 Other funds also holding GSHD

As of 2026 Q2 — sorted by position size

WASATCH ADVISORS LP 3Y 7Y 0.6% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.16% Curated Wealth Partners LLC 3Y 0.07% Allied Private Wealth LLC 0.01% WOLFF WIESE MAGANA LLC 3Y 0.01% 1620 INVESTMENT ADVISORS, INC. 3Y 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 3Y 7Y 0.0%

FAQ About Financial Management Professionals, Inc. and GSHD

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

How long has Financial Management Professionals, Inc. reported owning GSHD?

Financial Management Professionals, Inc. reported GSHD across 4 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported GSHD position in Financial Management Professionals, Inc.'s portfolio?

The largest reported portfolio weight for GSHD was 0.01% in 2025 Q1.

What is the latest reported GSHD position on this page?

The most recent filing on this page is 2026 Q2, when Financial Management Professionals, Inc. reported 381 shares, equal to 0.00% of portfolio, with an estimated market value of $18K.

What does the chart on this GSHD ownership page compare?

The chart compares Financial Management Professionals, Inc.'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 Financial Management Professionals, Inc. time their GSHD position?

Based on 13F filing dates vs. subsequent GSHD price moves, Financial Management Professionals, Inc. correctly timed 2 out of 3 reported position changes (67%).

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