Position in AON
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,577,548
+$7,001,119 QoQ
Shares Held
28,875
+261.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#281
of 1,247 holders
Holding Since
Jun 2024
9 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, 2026ProVise Management Group, LLC holds $9,577,548 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
|
28,875 | $9,577,548 |
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,577,548 | 28,875 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,576,429 | 7,982 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,068,167 | 3,027 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,165,660 | 3,269 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,380,304 | 3,869 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,703,715 | 4,269 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,748,750 | 4,869 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,766,970 | 5,107 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,499,313 | 5,107 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||