Position in GOCOQ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1
+$1 QoQ
Shares Held
5
-54.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 2 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GOCOQ Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $2,398,711 across 13 Insurance Brokers names. GOCOQ ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,848 | $1,308,026 | |
| 2 | AON |
Aon plc
|
1,592 | $528,050 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,440 | $330,580 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
2,811 | $74,716 | |
| 5 | CRVL |
Corvel Corp
|
973 | $60,831 | |
| 6 | BRO |
Brown & Brown, Inc.
|
681 | $43,686 | |
| 7 | WTW |
Willis Towers Watson PLC
|
164 | $42,864 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
70 | $3,395 |
All Filings in GOCOQ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1 | 5 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | — | 11 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | — | 23 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | — | 20 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | — | 3 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | — | 0 | Shares | Sole | 2025-02-04 | |
| 2023-09-30 | — | 47 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | — | 47 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | — | 47 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | — | 47 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||