Position in AON
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,389,163
+$79,350 QoQ
Shares Held
7,203
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#441
of 1,246 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $2,389,163 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
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|
7,203 | $2,389,163 |
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,389,163 | 7,203 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,309,813 | 7,156 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,535,795 | 7,186 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $2,564,166 | 7,191 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,566,531 | 7,194 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,860,677 | 7,168 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,570,867 | 7,158 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,513,271 | 7,264 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,122,289 | 7,229 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||