Position in AON
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$49,753
+$1,336 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,080
of 1,247 holders
Holding Since
Dec 2023
11 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, 2026FIRST UNITED BANK & TRUST holds $799,836 across 3 Insurance Brokers names. AON ranks #2 (6.2% of the industry book) .
All Filings in AON
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,753 | 150 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $48,417 | 150 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $52,932 | 150 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $53,487 | 150 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $53,514 | 150 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $59,863 | 150 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $53,874 | 150 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $51,898 | 150 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $44,037 | 150 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $50,058 | 150 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $43,653 | 150 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||