Position in AON
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$203,325
-$12,990 QoQ
Shares Held
613
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,010
of 1,246 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Welch & Forbes LLC holds $67,838,620 across 3 Insurance Brokers names. AON ranks #3 (0.3% of the industry book) .
All Filings in AON
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,325 | 613 | Shares | Sole | 2026-07-30 | |
| 2025-12-31 | $216,315 | 613 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $218,583 | 613 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $290,045 | 813 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $325,258 | 815 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $292,715 | 815 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $281,289 | 813 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $238,680 | 813 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $273,984 | 821 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $248,240 | 853 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $276,559 | 853 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $280,647 | 813 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $312,767 | 992 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $297,738 | 992 | Shares | Sole | 2023-02-02 | |
| 2022-03-31 | $227,941 | 700 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $240,448 | 800 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $242,904 | 850 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $238,760 | 1,000 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||