Position in AON
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$32,173
-$1,396 QoQ
Shares Held
97
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $556,753 across 11 Insurance Brokers names. AON ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,251 | $287,192 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
713 | $118,835 | |
| 3 | WTW |
Willis Towers Watson PLC
|
422 | $110,298 | |
| 4 | AON |
Aon plc
This page
|
97 | $32,173 | |
| 5 | BRO |
Brown & Brown, Inc.
|
58 | $3,720 | |
| 6 | ERIE |
Erie Indemnity Co
|
12 | $2,877 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
21 | $792 | |
| 8 | TREE |
LendingTree, Inc.
|
9 | $398 |
All Filings in AON
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,173 | 97 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $33,569 | 104 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,349 | 52 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,418 | 18 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $67,047 | 168 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $135,762 | 378 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $1 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1 | 1 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1 | 1 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $267 | 1 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $269 | 1 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||