Position in AON
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$121,730
-$8,027 QoQ
Shares Held
367
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,043
of 1,247 holders
Holding Since
Jun 2020
25 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, 2026Capital Analysts, LLC holds $184,519 across 3 Insurance Brokers names. AON ranks #1 (66.0% of the industry book) .
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,730 | 367 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $129,757 | 402 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $152,797 | 433 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $160,461 | 450 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $160,542 | 450 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $245,041 | 614 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $172,037 | 479 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $165,729 | 479 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $140,624 | 479 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $190,220 | 570 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $165,881 | 570 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $184,481 | 569 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $196,418 | 569 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $640,038 | 2,030 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $777,362 | 2,590 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $728,338 | 2,719 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $594,914 | 2,206 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $677,636 | 2,081 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $625,465 | 2,081 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $594,687 | 2,081 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $496,859 | 2,081 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $477,708 | 2,076 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $431,202 | 2,041 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $409,711 | 1,986 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $381,348 | 1,980 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||