Position in EHTH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$49,600
+$17,753 QoQ
Shares Held
33,289
+34.8% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 102 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in EHTH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $46,095,648 across 15 Insurance Brokers names. EHTH ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
51,985 | $17,242,904 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
82,402 | $13,733,941 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
41,630 | $9,556,999 | |
| 4 | BRO |
Brown & Brown, Inc.
|
29,196 | $1,872,923 | |
| 5 | WTW |
Willis Towers Watson PLC
|
6,379 | $1,667,279 | |
| 6 | CRVL |
Corvel Corp
|
19,046 | $1,190,755 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,340 | $321,265 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
5,272 | $255,692 |
All Filings in EHTH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,600 | 33,289 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $31,847 | 24,688 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||