Position in AON
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$26,496,392
-$1,401,806 QoQ
Shares Held
79,883
-7.6% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#172
of 1,247 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Advisors Capital Management, LLC holds $28,071,033 across 3 Insurance Brokers names. AON ranks #1 (94.4% of the industry book) .
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,496,392 | 79,883 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $27,898,198 | 86,431 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $31,883,766 | 90,353 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $31,865,415 | 89,364 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $31,236,478 | 87,556 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $33,275,725 | 83,379 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $29,366,717 | 81,765 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $28,274,994 | 81,722 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,526,847 | 83,544 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $27,474,166 | 82,327 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $23,222,522 | 79,797 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,929,924 | 76,892 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $26,563,485 | 76,951 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $23,296,147 | 73,888 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $22,086,102 | 73,586 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $19,370,751 | 72,314 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $19,116,806 | 70,887 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $26,375,053 | 80,997 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $23,428,050 | 77,948 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,776,622 | 72,704 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,531,264 | 69,238 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $14,951,627 | 64,976 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $12,908,808 | 61,101 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,821,402 | 57,302 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,662,013 | 39,782 | Shares | Sole | 2020-08-18 | |
| No filing history on record for this holder in this stock. | ||||||