Position in AON
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$441,811
+$186,815 QoQ
Shares Held
1,332
+68.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#785
of 1,247 holders
Holding Since
Mar 2023
6 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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $1,465,107 across 3 Insurance Brokers names. AON ranks #2 (30.2% of the industry book) .
All Filings in AON
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,811 | 1,332 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $254,996 | 790 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $276,305 | 783 | Shares | Sole | 2026-02-02 | |
| 2023-09-30 | $209,121 | 645 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $231,284 | 670 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $208,721 | 662 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||