Position in AON
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$216,261
+$15,170 QoQ
Shares Held
652
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#982
of 1,246 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $430,764 across 2 Insurance Brokers names. AON ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
652 | $216,261 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,287 | $214,503 |
All Filings in AON
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,261 | 652 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $201,091 | 623 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $217,374 | 616 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $217,513 | 610 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $218,337 | 612 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $251,027 | 629 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $238,482 | 664 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $228,007 | 659 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||