Position in EHTH
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$15,829
-$53,366 QoQ
Shares Held
10,624
-80.2% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 104 holders
Holding Since
Sep 2024
6 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, 2026Corient Private Wealth LLC holds $115,147,161 across 14 Insurance Brokers names. EHTH ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
304,876 | $50,813,682 | |
| 2 | AON |
Aon plc
|
73,158 | $24,265,776 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
96,002 | $22,039,178 | |
| 4 | RYAN |
Ryan Specialty Holdings, Inc.
|
129,094 | $4,874,589 | |
| 5 | CRVL |
Corvel Corp
|
50,913 | $3,183,080 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
56,935 | $2,761,347 | |
| 7 | BRO |
Brown & Brown, Inc.
|
40,150 | $2,575,622 | |
| 8 | WTW |
Willis Towers Watson PLC
|
7,845 | $2,050,447 |
All Filings in EHTH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,829 | 10,624 | Shares | Sole | 2026-08-27 | |
| 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. | ||||||