Position in AON
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$108,462
+$7,755 QoQ
Shares Held
327
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,046
of 1,247 holders
Holding Since
Sep 2024
7 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, 2026IMA Advisory Services, Inc. holds $166,889 across 4 Insurance Brokers names. AON ranks #1 (65.0% of the industry book) .
All Filings in AON
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,462 | 327 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $100,707 | 312 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $110,098 | 312 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $111,252 | 312 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $79,557 | 223 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $88,597 | 222 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $76,809 | 222 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||