Position in EHTH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$883
+$119 QoQ
Shares Held
593
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 102 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $8,349,125 across 13 Insurance Brokers names. EHTH ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
15,319 | $3,516,782 | |
| 2 | AON |
Aon plc
|
7,362 | $2,441,901 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
9,900 | $1,650,033 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,496 | $652,379 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,107 | $71,014 | |
| 6 | ERIE |
Erie Indemnity Co
|
34 | $8,151 | |
| 7 | CRVL |
Corvel Corp
|
47 | $2,938 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
133 | $2,412 |
All Filings in EHTH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $883 | 593 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $764 | 593 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,727 | 593 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,555 | 593 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,579 | 593 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,961 | 593 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,574 | 593 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,806 | 933 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,985 | 3,308 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,947 | 3,308 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $28,845 | 3,308 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $24,479 | 3,308 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $28,525 | 3,548 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $33,209 | 3,548 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $17,172 | 3,548 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,872 | 3,548 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $33,102 | 3,548 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $44,030 | 3,548 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $90,474 | 3,548 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $159,084 | 3,928 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $229,395 | 3,928 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $292,956 | 4,028 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $534,376 | 7,568 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $347,837 | 4,403 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $327,630 | 3,335 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $444,287 | 3,155 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||