Position in GOCOQ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$0
+$0 QoQ
Shares Held
119,541
-4.2% QoQ
Ownership
0.408%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026Corient Private Wealth LLC holds $144,569,232 across 11 Insurance Brokers names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
12,847,045 | $67,210,463 | |
| 2 | AON |
Aon plc
|
730,558 | $27,708,230 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
691,392 | $23,871,726 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
518,278 | $13,775,829 | |
| 5 | CRVL |
Corvel Corp
|
50,913 | $3,183,080 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
56,793 | $2,754,460 | |
| 7 | BRO |
Brown & Brown, Inc.
|
41,768 | $2,679,417 | |
| 8 | WTW |
Willis Towers Watson PLC
|
9,575 | $2,502,617 |
All Filings in GOCOQ
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 119,541 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | — | 124,770 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | — | 144,348 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | — | 125,938 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | — | 116,959 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | — | 55,089 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | — | 162,143 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | — | 161,643 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | — | 162,800 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | — | 163,861 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | — | 194,975 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | — | 202,974 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||