Position in EHTH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$31,634
+$9,645 QoQ
Shares Held
21,231
+24.6% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 102 holders
Holding Since
Mar 2026
2 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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $51,224,284 across 11 Insurance Brokers names. EHTH ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
96,143 | $16,024,153 | |
| 2 | AON |
Aon plc
|
46,437 | $15,402,688 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
49,438 | $11,349,481 | |
| 4 | BRO |
Brown & Brown, Inc.
|
41,422 | $2,657,221 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
94,048 | $2,499,795 | |
| 6 | CRVL |
Corvel Corp
|
22,199 | $1,387,881 | |
| 7 | WTW |
Willis Towers Watson PLC
|
4,132 | $1,079,980 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,214 | $530,806 |
All Filings in EHTH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,634 | 21,231 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $21,989 | 17,046 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||