Position in AON
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$228,866
+$6,148 QoQ
Shares Held
690
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#969
of 1,247 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Alpha Family Trust holds $464,175 across 2 Insurance Brokers names. AON ranks #2 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,025 | $235,309 | |
| 2 | AON |
Aon plc
This page
|
690 | $228,866 |
All Filings in AON
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,866 | 690 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $222,718 | 690 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $243,487 | 690 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $246,040 | 690 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $246,164 | 690 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $275,372 | 690 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $247,820 | 690 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $238,733 | 690 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $202,570 | 690 | Shares | Defined | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||