CWM, LLC

Position in GOCOQ — GoHealth, Inc.

CIK 1535847 OMAHA, NE

Position in GOCOQ

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

+$0 QoQ

Shares Held

1,838

+84.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $44,536,410 across 17 Insurance Brokers names. GOCOQ ranks #17 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	134,815	$23,383,661
2	AON	Aon plc	29,527	$9,530,725
3	AJG	Arthur J. Gallagher & Co.	26,731	$5,789,399
4	BWIN	Baldwin Insurance Group, Inc.	114,948	$2,521,959
5	WTW	Willis Towers Watson PLC	5,195	$1,510,186
6	BRO	Brown & Brown, Inc.	8,239	$537,265
7	TREE	LendingTree, Inc.	10,727	$459,973
8	CRVL	Corvel Corp	6,942	$379,380

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	—	1,838	+84.4%	Shares	Sole	2026-05-14
2025-12-31	—	997	+12.1%	Shares	Sole	2026-01-26
2025-09-30	—	889	+228.0%	Shares	Sole	2025-10-15
2025-06-30	—	271	+33.5%	Shares	Sole	2025-07-25
2025-03-31	—	203	+73.5%	Shares	Sole	2025-05-01
2024-12-31	—	117	+244.1%	Shares	Sole	2025-02-04
2024-09-30	—	34	+161.5%	Shares	Sole	2024-10-08
2024-06-30	—	13	+550.0%	Shares	Sole	2024-07-10
2024-03-31	—	2	0.0%	Shares	Sole	2024-04-05
2023-12-31	—	2	-99.5%	Shares	Sole	2024-02-01
2023-09-30	—	368	0.0%	Shares	Sole	2023-10-11
2023-06-30	—	368	-0.8%	Shares	Sole	2023-08-03
2023-03-31	—	371	0.0%	Shares	Sole	2023-05-01
2022-12-31	—	371	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.