Position in AON
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$754,594
+$129,047 QoQ
Shares Held
2,275
+17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#650
of 1,246 holders
Holding Since
Jun 2022
17 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, 2026J.W. COLE ADVISORS, INC. holds $2,856,755 across 5 Insurance Brokers names. AON ranks #2 (26.4% of the industry book) .
All Filings in AON
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,594 | 2,275 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $625,547 | 1,938 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $657,415 | 1,863 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $651,828 | 1,828 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $443,809 | 1,244 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $480,504 | 1,204 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $355,927 | 991 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $338,724 | 979 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $286,827 | 977 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $307,689 | 922 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $263,664 | 906 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $273,317 | 843 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $294,110 | 852 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $281,869 | 894 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $246,114 | 820 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $244,833 | 914 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $221,676 | 822 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||