Position in EHTH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$25,744
+$3,765 QoQ
Shares Held
17,278
+1.4% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 102 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EHTH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Callan Family Office, LLC holds $30,199,385 across 10 Insurance Brokers names. EHTH ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
66,601 | $11,100,388 | |
| 2 | AON |
Aon plc
|
23,980 | $7,953,926 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
20,355 | $4,672,897 | |
| 4 | CRVL |
Corvel Corp
|
61,305 | $3,832,788 | |
| 5 | BRO |
Brown & Brown, Inc.
|
18,986 | $1,217,951 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3,387 | $885,260 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
7,675 | $372,237 | |
| 8 | CRD-A |
Crawford & Co
|
11,500 | $129,605 |
All Filings in EHTH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,744 | 17,278 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $21,979 | 17,038 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||