Position in GOCOQ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$0
New position
Shares Held
3
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MAI Capital Management holds $24,328,569 across 8 Insurance Brokers names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
|
29,430 | $7,055,842 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
|
221,435 | $5,885,742 | |
| 3 | AON |
Aon plc
|
16,848 | $5,588,312 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
18,518 | $3,086,395 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
9,379 | $2,153,137 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,233 | $322,269 | |
| 7 | BRO |
Brown & Brown, Inc.
|
3,554 | $227,988 | |
| 8 | SLQT |
SelectQuote, Inc.
|
10,565 | $8,884 |
All Filings in GOCOQ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 3 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||