Position in AON
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$9,488,655
+$749,064 QoQ
Shares Held
28,607
+5.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#282
of 1,247 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $11,329,301 across 3 Insurance Brokers names. AON ranks #1 (83.8% of the industry book) .
All Filings in AON
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,488,655 | 28,607 | Shares | Other | 2026-08-20 | |
| 2026-03-31 | $8,739,591 | 27,076 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $8,571,807 | 24,291 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $8,520,835 | 23,896 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $6,404,555 | 17,952 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $5,748,891 | 14,405 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $4,883,139 | 13,596 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,953,281 | 11,426 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||