Position in AON
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$841,829
-$40,651 QoQ
Shares Held
2,538
-7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#627
of 1,247 holders
Holding Since
Jun 2020
24 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, 2026Joel Isaacson & Co., LLC holds $1,202,336 across 2 Insurance Brokers names. AON ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
2,538 | $841,829 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,163 | $360,507 |
All Filings in AON
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,829 | 2,538 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $882,480 | 2,734 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $964,773 | 2,734 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $940,658 | 2,638 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $941,132 | 2,638 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,052,799 | 2,638 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $797,335 | 2,220 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $768,097 | 2,220 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $651,747 | 2,220 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $740,858 | 2,220 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $719,768 | 2,220 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $766,344 | 2,220 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $699,943 | 2,220 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $636,296 | 2,120 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $567,884 | 2,120 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $571,721 | 2,120 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $690,335 | 2,120 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $637,187 | 2,120 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $624,978 | 2,187 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $414,009 | 1,734 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $399,010 | 1,734 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $349,863 | 1,656 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $341,632 | 1,656 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $318,945 | 1,656 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||