Position in AON
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$173,805
-$6,628 QoQ
Shares Held
524
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,029
of 1,247 holders
Holding Since
Jun 2020
23 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, 2026OAKWORTH CAPITAL, INC. holds $570,508 across 3 Insurance Brokers names. AON ranks #2 (30.5% 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 | $173,805 | 524 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $180,433 | 559 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $197,259 | 559 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $184,351 | 517 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $161,255 | 452 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $160,434 | 402 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $144,382 | 402 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $139,087 | 402 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $118,019 | 402 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $71,749 | 215 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $62,860 | 216 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $74,570 | 230 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $80,086 | 232 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $73,147 | 232 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $69,632 | 232 | Shares | Sole | 2023-02-03 | |
| 2022-03-31 | $73,592 | 226 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $67,926 | 226 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $64,584 | 226 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $53,959 | 226 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $52,004 | 226 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $47,747 | 226 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $46,623 | 226 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $43,527 | 226 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||