Position in AON
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,853,001
+$718,540 QoQ
Shares Held
17,646
+10.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#335
of 1,247 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Derivatives in AON
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,305,656
PutShares
3,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $44,246,692 across 5 Insurance Brokers names. AON ranks #2 (13.2% of the industry book) .
All Filings in AON
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,853,001 | 17,646 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,134,461 | 15,907 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,364,481 | 15,202 | Shares | Sole | 2026-02-03 | |
| 2025-12-31 | $1,305,656 | 3,700 | Put | Sole | 2026-02-03 | |
| 2025-09-30 | $463,554 | 1,300 | Put | Sole | 2025-10-29 | |
| 2025-09-30 | $4,692,236 | 13,159 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $463,788 | 1,300 | Put | Sole | 2025-07-25 | |
| 2025-06-30 | $4,746,335 | 13,304 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $518,817 | 1,300 | Put | Sole | 2025-04-23 | |
| 2025-03-31 | $5,295,924 | 13,270 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,691,707 | 13,063 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $466,908 | 1,300 | Put | Sole | 2025-08-08 | |
| 2024-09-30 | $4,401,338 | 12,721 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,237,079 | 7,620 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,572,313 | 7,708 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,595,316 | 8,918 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,309,094 | 7,122 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,465,418 | 7,142 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,255,269 | 7,153 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,190,721 | 7,299 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $369,660 | 1,380 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $499,717 | 1,853 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $531,753 | 1,633 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $209,189 | 696 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||