Position in AON
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$703,337
-$139,693 QoQ
Shares Held
2,179
-8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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 Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $5,096,267 across 4 Insurance Brokers names. AON ranks #2 (13.8% of the industry book) .
All Filings in AON
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $703,337 | 2,179 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $843,030 | 2,389 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $964,548 | 2,705 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $885,121 | 2,481 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $964,999 | 2,418 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $872,758 | 2,430 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $848,713 | 2,453 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $725,729 | 2,472 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $837,303 | 2,509 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $709,797 | 2,439 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $813,143 | 2,508 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $898,210 | 2,602 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $829,212 | 2,630 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $743,746 | 2,478 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $706,105 | 2,636 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $847,873 | 3,144 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $834,915 | 2,564 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $776,947 | 2,585 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $827,875 | 2,897 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $700,044 | 2,932 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $378,070 | 1,643 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $370,990 | 1,756 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $376,084 | 1,823 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $359,969 | 1,869 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||