Position in AON
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$166,176
-$12,560 QoQ
Shares Held
501
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,031
of 1,247 holders
Holding Since
Jun 2025
2 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, 2026Financial Gravity Companies, Inc. holds $176,676 across 2 Insurance Brokers names. AON ranks #1 (94.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
501 | $166,176 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
63 | $10,500 |
All Filings in AON
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,176 | 501 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $178,736 | 501 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||