Position in EHTH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$69,195
-$235,472 QoQ
Shares Held
53,640
-19.0% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 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, 2026Corient Private Wealth LLC holds $144,569,232 across 11 Insurance Brokers names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
12,847,045 | $67,210,463 | |
| 2 | AON |
Aon plc
|
730,558 | $27,708,230 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
691,392 | $23,871,726 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
518,278 | $13,775,829 | |
| 5 | CRVL |
Corvel Corp
|
50,913 | $3,183,080 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
56,793 | $2,754,460 | |
| 7 | BRO |
Brown & Brown, Inc.
|
41,768 | $2,679,417 | |
| 8 | WTW |
Willis Towers Watson PLC
|
9,575 | $2,502,617 |
All Filings in EHTH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,195 | 53,640 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $304,667 | 66,232 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $242,359 | 56,232 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $90,440 | 20,791 | Shares | Sole | 2025-09-26 | |
| 2024-09-30 | $95,700 | 23,456 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||