Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,101,919
+$166,853 QoQ
Shares Held
6,337
+5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#465
of 1,247 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $10,556,577 across 4 Insurance Brokers names. AON ranks #2 (19.9% of the industry book) .
All Filings in AON
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,101,919 | 6,337 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,935,066 | 5,995 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,122,220 | 6,014 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $2,416,692 | 6,774 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,578,121 | 6,460 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,445,619 | 4,025 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,500,904 | 4,338 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,120,888 | 3,818 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $675,449 | 2,024 | Shares | Sole | 2024-05-14 | |
| 2022-06-30 | $390,496 | 1,448 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $355,587 | 1,092 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $241,349 | 803 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $232,331 | 813 | Shares | Sole | 2021-11-23 | |
| No filing history on record for this holder in this stock. | ||||||