Position in AON
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$323,066
+$11,261 QoQ
Shares Held
974
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#873
of 1,247 holders
Holding Since
Jun 2020
25 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, 2026JFS WEALTH ADVISORS, LLC holds $524,975 across 7 Insurance Brokers names. AON ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
974 | $323,066 | |
| 2 | ERIE |
Erie Indemnity Co
|
544 | $130,424 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
163 | $27,167 | |
| 4 | WTW |
Willis Towers Watson PLC
|
65 | $16,989 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
70 | $16,069 | |
| 6 | BRO |
Brown & Brown, Inc.
|
158 | $10,135 | |
| 7 | CRVL |
Corvel Corp
|
18 | $1,125 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,066 | 974 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $311,805 | 966 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $347,939 | 986 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $341,603 | 958 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $341,419 | 957 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $385,920 | 967 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $368,139 | 1,025 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $354,639 | 1,025 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $364,039 | 1,240 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $415,147 | 1,244 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $362,610 | 1,246 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $391,657 | 1,208 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $417,001 | 1,208 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $412,084 | 1,307 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $392,583 | 1,308 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $350,106 | 1,307 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $351,393 | 1,303 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $466,627 | 1,433 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $421,986 | 1,404 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $401,221 | 1,404 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $335,219 | 1,404 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $323,074 | 1,404 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $296,623 | 1,404 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $278,917 | 1,352 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $318,175 | 1,652 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||