Position in EHTH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,242
+$8,386 QoQ
Shares Held
14,257
+934.6% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 102 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in EHTH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $71,024,688 across 10 Insurance Brokers names. EHTH ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
416,244 | $26,702,052 | |
| 2 | AON |
Aon plc
|
68,638 | $22,766,538 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
68,177 | $11,363,060 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
22,868 | $5,249,806 | |
| 5 | SLQT |
SelectQuote, Inc.
|
2,354,276 | $1,979,946 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
49,618 | $1,318,846 | |
| 7 | WTW |
Willis Towers Watson PLC
|
2,469 | $645,322 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,451 | $587,627 |
All Filings in EHTH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,242 | 14,257 | Shares | Sole | 2026-08-13 | |
| 2022-06-30 | $12,856 | 1,378 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $16,554 | 1,334 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,770 | 540 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,159 | 399 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $20,732 | 355 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $27,710 | 381 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,883 | 55 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,370 | 30 | Shares | Sole | 2020-11-17 | |
| 2020-03-31 | $140,820 | 1,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||