Position in AON
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,254,873
+$852,745 QoQ
Shares Held
9,813
+31.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#405
of 1,246 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $13,928,941 across 4 Insurance Brokers names. AON ranks #3 (23.4% 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 | $3,254,873 | 9,813 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $2,402,128 | 7,442 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $2,752,816 | 7,801 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $2,886,514 | 8,095 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $3,027,465 | 8,486 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,524,762 | 8,832 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $3,227,411 | 8,986 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||