Position in AON
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$441,811
+$40,273 QoQ
Shares Held
1,332
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#784
of 1,247 holders
Holding Since
Dec 2023
10 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, 2026Focused Wealth Management, Inc holds $652,481 across 2 Insurance Brokers names. AON ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
1,332 | $441,811 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,264 | $210,670 |
All Filings in AON
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,811 | 1,332 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $401,538 | 1,244 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $437,218 | 1,239 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $432,888 | 1,214 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $433,106 | 1,214 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $484,495 | 1,214 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $436,020 | 1,214 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $428,335 | 1,238 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $363,452 | 1,238 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $6,984 | 24 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||