Position in EHTH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,756
+$1,041 QoQ
Shares Held
1,850
+39.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 102 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EHTH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Allworth Financial LP holds $4,564,282 across 12 Insurance Brokers names. EHTH ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
5,799 | $1,923,470 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,314 | $1,219,024 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
3,332 | $764,927 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,319 | $212,913 | |
| 5 | WTW |
Willis Towers Watson PLC
|
673 | $175,902 | |
| 6 | CRVL |
Corvel Corp
|
2,220 | $138,794 | |
| 7 | ERIE |
Erie Indemnity Co
|
402 | $96,379 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
241 | $11,688 |
All Filings in EHTH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,756 | 1,850 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,715 | 1,330 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $59 | 13 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8 | 2 | Shares | Sole | 2025-12-02 | |
| 2024-06-30 | $2,197 | 485 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,843 | 969 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,449 | 969 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,170 | 969 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $7,790 | 969 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $9,069 | 969 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,689 | 969 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,788 | 969 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,040 | 969 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $12,025 | 969 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $24,709 | 969 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||