Position in AON
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,205,075
-$151,864 QoQ
Shares Held
6,648
-9.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#458
of 1,247 holders
Holding Since
Mar 2022
10 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, 2026Crestwood Advisors Group, LLC holds $18,493,863 across 4 Insurance Brokers names. AON ranks #2 (11.9% of the industry book) .
All Filings in AON
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,205,075 | 6,648 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,356,939 | 7,302 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,268,665 | 6,429 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,228,981 | 6,251 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,185,155 | 6,125 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,835,254 | 9,610 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,500,014 | 9,745 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,369,250 | 9,738 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $281,543 | 959 | Shares | Sole | 2024-08-01 | |
| 2022-03-31 | $201,890 | 620 | Shares | Sole | 2022-04-12 | |
| No filing history on record for this holder in this stock. | ||||||