Position in EHTH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$821,724
-$246,653 QoQ
Shares Held
551,494
-33.4% QoQ
Ownership
1.72%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 102 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 10%
None 5%
Common Shares in EHTH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,507,954,882 across 13 Insurance Brokers names. EHTH ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,240,634 | $411,505,890 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,022,672 | $337,118,740 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,005,711 | $262,862,682 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
826,025 | $189,630,556 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,660,686 | $106,533,005 | |
| 6 | CRVL |
Corvel Corp
|
1,136,109 | $71,029,532 | |
| 7 | ERIE |
Erie Indemnity Co
|
260,197 | $62,382,229 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,346,168 | $35,781,143 |
All Filings in EHTH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $821,724 | 551,494 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,068,377 | 828,200 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,424,554 | 961,860 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,525,472 | 1,049,994 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,752,156 | 1,092,450 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,180,848 | 925,277 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,948,723 | 845,609 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,519,055 | 862,514 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,938,562 | 869,440 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,803,613 | 962,457 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,647,778 | 991,718 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,917,192 | 934,756 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,035,762 | 750,717 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,922,997 | 419,124 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,048,398 | 217,530 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,050,837 | 268,757 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,724,047 | 506,329 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,622,869 | 533,672 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $14,070,441 | 551,782 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $23,210,631 | 573,102 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $33,478,208 | 573,257 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $43,070,778 | 592,201 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $43,985,722 | 622,939 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $51,566,381 | 652,739 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $64,424,613 | 655,788 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $92,320,183 | 655,590 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||