Financial Management Professionals, Inc.
Position in GSHD — Goosehead Insurance, Inc.
CIK 1568132
AUSTIN, TX
Position in GSHD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$18,478
-$54,483 QoQ
Shares Held
381
-38.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#176
of 229 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GSHD Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Financial Management Professionals, Inc. holds $364,492 across 7 Insurance Brokers names. GSHD ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,817 | $302,839 | |
| 2 | NP |
Neptune Insurance Holdings Inc.
|
684 | $21,546 | |
| 3 | GSHD |
Goosehead Insurance, Inc.
This page
|
381 | $18,478 | |
| 4 | AON |
Aon plc
|
24 | $7,960 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
34 | $7,805 | |
| 6 | WTW |
Willis Towers Watson PLC
|
19 | $4,966 | |
| 7 | BRO |
Brown & Brown, Inc.
|
14 | $898 |
All Filings in GSHD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,478 | 381 | Shares | Sole | 2026-07-09 | |
| 2025-03-31 | $72,961 | 618 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $71,944 | 671 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $60,277 | 675 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||