Position in AON
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$927,073
-$14,799 QoQ
Shares Held
2,795
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#612
of 1,246 holders
Holding Since
Jun 2021
9 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, 2026GeoWealth Management, LLC holds $2,605,629 across 3 Insurance Brokers names. AON ranks #2 (35.6% of the industry book) .
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,073 | 2,795 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $941,872 | 2,918 | Shares | Other | 2026-05-13 | |
| 2025-06-30 | $191,223 | 536 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $221,894 | 556 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $346,948 | 966 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $363,289 | 1,050 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $328,516 | 1,119 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $357,747 | 1,072 | Shares | Other | 2024-05-15 | |
| 2021-06-30 | $64,703 | 271 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||