Position in AON
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$329,368
-$512,307 QoQ
Shares Held
993
-61.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#866
of 1,246 holders
Holding Since
Mar 2023
4 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, 2026Roundview Capital LLC holds $2,404,680 across 2 Insurance Brokers names. AON ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
9,040 | $2,075,312 | |
| 2 | AON |
Aon plc
This page
|
993 | $329,368 |
All Filings in AON
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,368 | 993 | Shares | Sole | 2026-07-30 | |
| 2023-09-30 | $841,675 | 2,596 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $890,270 | 2,579 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $803,043 | 2,547 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||