Position in AON
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,174,182
-$340,026 QoQ
Shares Held
3,540
-17.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#554
of 1,247 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CANANDAIGUA NATIONAL BANK & TRUST CO holds $1,994,198 across 2 Insurance Brokers names. AON ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
3,540 | $1,174,182 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,920 | $820,016 |
All Filings in AON
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174,182 | 3,540 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $1,514,208 | 4,291 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,598,548 | 4,483 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,600,068 | 4,485 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,091,630 | 5,241 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,414,012 | 3,937 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,407,487 | 4,068 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,461,734 | 4,979 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,806,092 | 5,412 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $1,394,858 | 4,793 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $1,577,978 | 4,867 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,690,789 | 4,898 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $1,585,593 | 5,029 | Shares | Sole | 2023-04-11 | |
| No filing history on record for this holder in this stock. | ||||||