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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in AON — Aon plc

CIK 1631073 WASHINGTON, DC
Back to AON Full portfolio

Position in AON

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$13,930
+$1,665 QoQ
Shares Held
42
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,133
of 1,247 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AON Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $49,619 across 6 Insurance Brokers names. AON ranks #2 (28.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 107 $17,833
2 AON
Aon plc
This page 		42 $13,930
3 AJG
Arthur J. Gallagher & Co.
 44 $10,101
4 WTW
Willis Towers Watson PLC
 26 $6,795
5 BRO
Brown & Brown, Inc.
 14 $898
6 CRVL
Corvel Corp
 1 $62

All Filings in AON

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,930 42
2026-03-31 $12,265 38
2025-12-31 $12,703 36
2025-09-30 $12,836 36
2025-06-30 $12,843 36
2025-03-31 $16,362 41
2024-12-31 $14,725 41
2024-09-30 $12,455 36
2024-06-30 $21,431 73
2024-03-31 $24,361 73
2023-12-31 $9,894 34
2023-09-30 $11,023 34
2023-06-30 $11,736 34
2023-03-31 $10,719 34
2022-12-31 $9,004 30
2022-09-30 $5,089 19
2022-06-30 $5,123 19
2022-03-31 $6,186 19
2021-12-31 $5,710 19
2021-09-30 $5,429 19
2021-06-30 $3,103 13
2021-03-31 $6,212 27
2020-12-31 $4,859 23
2020-09-30 $4,744 23
2020-06-30 $4,429 23
2020-03-31 $3,795 23

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