Position in AON
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,494,354
+$242,023 QoQ
Shares Held
10,535
+4.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#395
of 1,247 holders
Holding Since
Dec 2020
23 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, 2026Pure Financial Advisors, LLC holds $4,899,218 across 4 Insurance Brokers names. AON ranks #1 (71.3% of the industry book) .
All Filings in AON
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,494,354 | 10,535 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,252,331 | 10,076 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,977,663 | 11,272 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,791,871 | 10,634 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,793,072 | 10,632 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,117,411 | 10,317 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,709,404 | 10,328 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,492,077 | 10,093 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,673,633 | 9,107 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,002,145 | 8,996 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,541,131 | 12,168 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $3,914,956 | 12,075 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,369,196 | 12,657 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,614,169 | 11,463 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,436,603 | 11,450 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $4,091,178 | 15,273 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,955,449 | 7,251 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $2,359,189 | 7,245 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $2,179,060 | 7,250 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,068,117 | 7,237 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,726,234 | 7,230 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $1,663,695 | 7,230 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,527,482 | 7,230 | Shares | Sole | 2021-01-12 | |
| No filing history on record for this holder in this stock. | ||||||