Position in AON
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$231,110
-$617,918 QoQ
Shares Held
716
-70.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026Sendero Wealth Management, LLC holds $10,965,049 across 3 Insurance Brokers names.
All Filings in AON
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,110 | 716 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $849,028 | 2,406 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $860,783 | 2,414 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $859,077 | 2,408 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,283,871 | 3,217 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $1,630,227 | 4,539 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $1,570,448 | 4,539 | Shares | Other | 2024-10-09 | |
| 2024-06-30 | $1,332,559 | 4,539 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $1,020,182 | 3,057 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $839,301 | 2,884 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $741,491 | 2,287 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $741,144 | 2,147 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $1,355,431 | 4,299 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $2,032,247 | 6,771 | Shares | Other | 2023-02-01 | |
| 2022-09-30 | $1,908,037 | 7,123 | Shares | Other | 2022-10-27 | |
| 2022-06-30 | $1,691,972 | 6,274 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $1,666,574 | 5,118 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $1,677,725 | 5,582 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||