Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,112,156
-$86,971 QoQ
Shares Held
3,353
-9.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#570
of 1,247 holders
Holding Since
Dec 2024
7 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, 2026Regal Investment Advisors LLC holds $2,862,131 across 3 Insurance Brokers names. AON ranks #1 (38.9% of the industry book) .
All Filings in AON
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,112,156 | 3,353 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,199,127 | 3,715 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,046,642 | 2,966 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,001,989 | 2,810 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $996,430 | 2,793 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,115,855 | 2,796 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,009,239 | 2,810 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||