Position in AON
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$194,702
+$5,231 QoQ
Shares Held
587
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,023
of 1,247 holders
Holding Since
Jun 2021
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, 2026Colonial Trust Advisors holds $736,155 across 4 Insurance Brokers names. AON ranks #2 (26.4% of the industry book) .
All Filings in AON
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,702 | 587 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $189,471 | 587 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $202,906 | 575 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $205,033 | 575 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $205,137 | 575 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $229,476 | 575 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $206,517 | 575 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $198,944 | 575 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $176,148 | 600 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $213,914 | 641 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $177,522 | 610 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $197,774 | 610 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $210,572 | 610 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $192,326 | 610 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $183,085 | 610 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $244,029 | 911 | Shares | Sole | 2022-11-14 | |
| 2021-06-30 | $202,946 | 850 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||