Position in AON
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$877,983
+$367,023 QoQ
Shares Held
2,647
+67.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#620
of 1,247 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $9,510,481 across 3 Insurance Brokers names. AON ranks #2 (9.2% of the industry book) .
All Filings in AON
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $877,983 | 2,647 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $510,960 | 1,583 | Shares | Sole | 2026-05-12 | |
| 2025-03-31 | $264,596 | 663 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $218,369 | 608 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $203,096 | 587 | Shares | Sole | 2024-11-04 | |
| 2023-09-30 | $36,636 | 113 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $38,662 | 112 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,573 | 116 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $33,615 | 112 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $372,428 | 1,381 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $354,611 | 1,089 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||