Position in AON
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$984,124
+$25,145 QoQ
Shares Held
2,967
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#597
of 1,246 holders
Holding Since
Jun 2020
25 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, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $984,124 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
2,967 | $984,124 |
All Filings in AON
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,124 | 2,967 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $958,979 | 2,971 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,056,169 | 2,993 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,057,972 | 2,967 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,058,506 | 2,967 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,681,366 | 4,213 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,507,035 | 4,196 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,960,636 | 8,557 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,557,375 | 8,711 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,595,515 | 4,781 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,383,509 | 4,754 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,541,341 | 4,754 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,725,309 | 4,998 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,535,777 | 4,871 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,464,082 | 4,878 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,282,293 | 4,787 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,295,812 | 4,805 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,558,790 | 4,787 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,438,780 | 4,787 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,367,980 | 4,787 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,142,944 | 4,787 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,096,244 | 4,764 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,006,490 | 4,764 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $980,750 | 4,754 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $915,620 | 4,754 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||