Corient Private Wealth LLC

Position in GOCOQ — GoHealth, Inc.

CIK 1948780 MIAMI, FL

Position in GOCOQ

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

+$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%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $115,147,161 across 14 Insurance Brokers names.

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	304,876	$50,813,682
2	AON	Aon plc	73,158	$24,265,776
3	AJG	Arthur J. Gallagher & Co.	96,002	$22,039,178
4	RYAN	Ryan Specialty Holdings, Inc.	129,094	$4,874,589
5	CRVL	Corvel Corp	50,913	$3,183,080
6	GSHD	Goosehead Insurance, Inc.	56,935	$2,761,347
7	BRO	Brown & Brown, Inc.	40,150	$2,575,622
8	WTW	Willis Towers Watson PLC	7,845	$2,050,447

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	—	119,541	-4.2%	Shares	Sole	2026-05-15
2025-12-31	—	124,770	-13.6%	Shares	Sole	2026-03-09
2025-09-30	—	144,348	+14.6%	Shares	Defined	2025-11-14
2025-06-30	—	125,938	+7.7%	Shares	Sole	2025-09-26
2025-03-31	—	116,959	+112.3%	Shares	Sole	2025-05-14
2024-12-31	—	55,089	-66.0%	Shares	Sole	2025-02-10
2024-09-30	—	162,143	+0.3%	Shares	Sole	2024-11-12
2024-06-30	—	161,643	-0.7%	Shares	Sole	2024-08-13
2024-03-31	—	162,800	-0.6%	Shares	Sole	2024-05-09
2023-12-31	—	163,861	-16.0%	Shares	Sole	2024-02-09
2023-09-30	—	194,975	-3.9%	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.