Position in AON
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$458,727
+$5,222 QoQ
Shares Held
1,383
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#778
of 1,247 holders
Holding Since
Mar 2020
26 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, 2026Waldron Private Wealth LLC holds $733,232 across 2 Insurance Brokers names. AON ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
1,383 | $458,727 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,647 | $274,505 |
All Filings in AON
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,727 | 1,383 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $453,505 | 1,405 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $482,034 | 1,366 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $495,646 | 1,390 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $501,604 | 1,406 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $544,358 | 1,364 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,246,284 | 3,470 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,172,559 | 3,389 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $990,538 | 3,374 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,153,670 | 3,457 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $865,784 | 2,975 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $988,871 | 3,050 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $1,058,728 | 3,067 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $996,316 | 3,160 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $844 | 3,152 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $844,326 | 3,152 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $786,386 | 2,916 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $854,778 | 2,625 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $761,318 | 2,533 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $741,858 | 2,596 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $556,310 | 2,330 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $536,386 | 2,331 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $473,878 | 2,243 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $466,856 | 2,263 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $417,942 | 2,170 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $411,444 | 2,493 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||