Position in AON
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$204,984
+$1,310 QoQ
Shares Held
618
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#227
of 323 holders
Holding Since
Mar 2020
12 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $233,157 across 2 Insurance Brokers names. AON ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
618 | $204,984 | |
| 2 | SLQT |
SelectQuote, Inc.
|
33,500 | $28,173 |
All Filings in AON
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,984 | 618 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $203,674 | 631 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $230,783 | 654 | Shares | Sole | 2026-01-26 | |
| 2022-03-31 | $801,701 | 2,462 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $738,475 | 2,457 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,007,053 | 3,524 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $590,931 | 2,475 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $568,371 | 2,470 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $522,893 | 2,475 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $508,735 | 2,466 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $569,518 | 2,957 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $486,868 | 2,950 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||