Position in AON
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$20,335
-$201,922 QoQ
Shares Held
63
-90.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
5 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, 2026Community Financial Services Group, LLC holds $78,742 across 1 Insurance Brokers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
343 | $78,742 |
All Filings in AON
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,335 | 63 | Shares | Sole | 2026-04-08 | |
| 2024-03-31 | $222,257 | 666 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $1,014,808 | 3,130 | Shares | Sole | 2023-11-07 | |
| 2021-12-31 | $744,787 | 2,478 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $646,697 | 2,263 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||