Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,221,941
+$76,076 QoQ
Shares Held
3,684
+3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#548
of 1,247 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, 2026Dorsey & Whitney Trust CO LLC holds $4,931,237 across 4 Insurance Brokers names. AON ranks #2 (24.8% of the industry book) .
All Filings in AON
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,221,941 | 3,684 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,145,865 | 3,550 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,170,147 | 3,316 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,244,461 | 3,490 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,191,933 | 3,341 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $1,459,866 | 3,658 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,331,764 | 3,708 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $1,552,109 | 4,486 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $861,067 | 2,933 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $1,002,492 | 3,004 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $859,380 | 2,953 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $1,021,292 | 3,150 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,174,023 | 3,401 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $1,062,209 | 3,369 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $937,334 | 3,123 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $811,107 | 3,028 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $851,107 | 3,156 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,018,242 | 3,127 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $907,087 | 3,018 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $820,444 | 2,871 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $688,105 | 2,882 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $681,353 | 2,961 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $712,189 | 3,371 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $683,057 | 3,311 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $622,674 | 3,233 | Shares | Other | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||