Position in GOCOQ
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$0
+$0 QoQ
Shares Held
128
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026EverSource Wealth Advisors, LLC holds $2,951,681 across 16 Insurance Brokers names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,994 | $1,165,684 | |
| 2 | AON |
Aon plc
|
2,522 | $836,516 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,904 | $437,094 | |
| 4 | WTW |
Willis Towers Watson PLC
|
854 | $223,205 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,990 | $127,654 | |
| 6 | ERIE |
Erie Indemnity Co
|
196 | $46,987 | |
| 7 | CRVL |
Corvel Corp
|
539 | $33,695 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
694 | $18,444 |
All Filings in GOCOQ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 128 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | — | 114 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | — | 47 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | — | 10 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | — | 15 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | — | 4 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | — | 5 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | — | 5 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||