Position in EHTH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$147,644
-$57,771 QoQ
Shares Held
99,091
-37.8% QoQ
Ownership
0.309%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 102 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EHTH Over Time
Shares Held
Position Value (USD)
Derivatives in EHTH
reported options exposure · as of Mar 31, 2022CallValue
$0
CallShares
0
PutValue
$378,505
PutShares
30,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026UBS Group AG holds $1,404,409,759 across 20 Insurance Brokers names. EHTH ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,603,522 | $600,599,008 | |
| 2 | AON |
Aon plc
|
822,267 | $272,737,738 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,064,498 | $244,376,803 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,691,851 | $108,532,239 | |
| 5 | WTW |
Willis Towers Watson PLC
|
277,095 | $72,424,319 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
1,641,349 | $43,627,056 | |
| 7 | ERIE |
Erie Indemnity Co
|
120,677 | $28,932,309 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
417,412 | $7,571,853 |
All Filings in EHTH
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,644 | 99,091 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $205,415 | 159,237 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $639,620 | 139,048 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,714,181 | 397,722 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,380,945 | 317,459 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,639,658 | 245,458 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,087,071 | 222,029 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $169,776 | 41,612 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $243,477 | 53,748 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $179,560 | 29,778 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $293,968 | 33,712 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $128,537 | 17,370 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $157,751 | 19,621 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $167,898 | 17,938 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $45,770 | 9,457 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,209 | 565 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $322,257 | 34,540 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $378,505 | 30,500 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $799,315 | 64,409 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,520,004 | 59,608 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $308,529 | 7,618 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $655,890 | 11,231 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,621,953 | 49,800 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,510,488 | 21,392 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,667,435 | 33,765 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,025,792 | 30,800 | Put | Defined | 2020-07-31 | |
| 2020-06-30 | $1,875,302 | 19,089 | Shares | Defined | 2020-07-31 | |
| 2020-06-30 | $3,025,792 | 30,800 | Call | Defined | 2020-07-31 | |
| 2020-03-31 | $3,115,923 | 22,127 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||