Position in AON
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$32,516,897
+$770,516 QoQ
Shares Held
98,034
-0.3% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#159
of 1,247 holders
Holding Since
Jun 2020
25 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, 2026Obermeyer Wealth Partners holds $32,909,002 across 2 Insurance Brokers names. AON ranks #1 (98.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
98,034 | $32,516,897 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
1,708 | $392,105 |
All Filings in AON
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,516,897 | 98,034 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $31,746,381 | 98,353 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $34,702,924 | 98,342 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $36,040,610 | 101,073 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $36,568,613 | 102,502 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $41,872,123 | 104,919 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $38,821,604 | 108,090 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,115,642 | 110,164 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $33,054,759 | 112,592 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $37,634,939 | 112,774 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $48,162,645 | 165,496 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $54,823,008 | 169,092 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $59,600,160 | 172,654 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $56,552,306 | 179,366 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $57,953,132 | 193,087 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $52,843,250 | 197,272 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $54,650,921 | 202,651 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $67,437,321 | 207,098 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $63,111,889 | 209,981 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $59,613,622 | 208,607 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $49,491,127 | 207,284 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $47,226,165 | 205,233 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $43,583,944 | 206,295 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $42,828,292 | 207,602 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $39,429,649 | 204,723 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||