Position in EHTH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,471
+$14,919 QoQ
Shares Held
22,464
+56.2% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 102 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EHTH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Creative Planning holds $106,941,537 across 11 Insurance Brokers names. EHTH ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
98,089 | $22,518,291 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
134,264 | $22,377,780 | |
| 3 | AON |
Aon plc
|
64,022 | $21,235,456 | |
| 4 | BRO |
Brown & Brown, Inc.
|
327,626 | $21,017,207 | |
| 5 | CRVL |
Corvel Corp
|
132,045 | $8,255,452 | |
| 6 | WTW |
Willis Towers Watson PLC
|
23,969 | $6,264,776 | |
| 7 | ERIE |
Erie Indemnity Co
|
9,858 | $2,363,455 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
24,230 | $1,175,154 |
All Filings in EHTH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,471 | 22,464 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $18,552 | 14,382 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||