Position in EHTH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$252,428
-$35,587 QoQ
Shares Held
169,415
-24.1% QoQ
Ownership
0.529%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 102 holders
Holding Since
Mar 2020
26 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, 2026BANK OF AMERICA CORP /DE/ holds $2,025,350,929 across 16 Insurance Brokers names. EHTH ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,455,003 | $575,845,344 | |
| 2 | AON |
Aon plc
|
1,624,970 | $538,986,295 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,540,997 | $353,766,679 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,554,971 | $228,051,387 | |
| 5 | ERIE |
Erie Indemnity Co
|
526,267 | $126,172,512 | |
| 6 | WTW |
Willis Towers Watson PLC
|
453,976 | $118,655,705 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,184,085 | $31,472,976 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
426,003 | $20,661,144 |
All Filings in EHTH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,428 | 169,415 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $288,015 | 223,268 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $172,277 | 37,452 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $99,744 | 23,143 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $48,657 | 11,186 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,470 | 819 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $334,358 | 35,570 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $70,921 | 17,383 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $118,734 | 26,211 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $252,077 | 41,804 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $551,618 | 63,259 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $410,418 | 55,462 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $410,175 | 51,017 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $247,205 | 26,411 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $150,092 | 31,011 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $270,367 | 69,148 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $719,033 | 77,067 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $966,216 | 77,858 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,696,181 | 66,517 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $2,285,413 | 56,430 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,123,640 | 53,487 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $2,678,281 | 36,825 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,653,217 | 51,738 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,773,708 | 22,452 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,305,827 | 64,188 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,666,792 | 82,849 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||