Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$869,691
-$6,656 QoQ
Shares Held
2,622
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#623
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, 2026Circle Wealth Management, LLC holds $1,515,930 across 2 Insurance Brokers names. AON ranks #1 (57.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
2,622 | $869,691 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,815 | $646,239 |
All Filings in AON
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,691 | 2,622 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $876,347 | 2,715 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,350,824 | 3,828 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,526,875 | 4,282 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,494,824 | 4,190 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $985,353 | 2,469 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,166,910 | 3,249 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,570,448 | 4,539 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,332,559 | 4,539 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,082,396 | 12,233 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,427,051 | 11,776 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $7,938,850 | 24,486 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $13,107,589 | 37,971 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $11,971,876 | 37,971 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $11,400,817 | 37,985 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,305,494 | 38,472 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,430,413 | 38,677 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $957,677 | 2,941 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $883,946 | 2,941 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,053,633 | 3,687 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $880,308 | 3,687 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $874,648 | 3,801 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,336,807 | 48,927 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $10,305,510 | 49,954 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,797,754 | 50,871 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||