Position in AON
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$213,940
+$5,747 QoQ
Shares Held
645
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#988
of 1,247 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $213,940 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
645 | $213,940 |
All Filings in AON
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,940 | 645 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $208,193 | 645 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $227,607 | 645 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||