Position in AON
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$315,105
+$26,540 QoQ
Shares Held
950
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#877
of 1,247 holders
Holding Since
Jun 2022
17 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, 2026Retirement Planning Group, LLC holds $315,105 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
950 | $315,105 |
All Filings in AON
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,105 | 950 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $288,565 | 894 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $330,295 | 936 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $317,356 | 890 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $317,159 | 889 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $372,750 | 934 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $320,370 | 892 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $307,585 | 889 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $260,992 | 889 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $296,677 | 889 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $258,716 | 889 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $287,258 | 886 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $305,847 | 886 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $279,346 | 886 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $265,924 | 886 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $237,332 | 886 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $238,936 | 886 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||