Position in AON
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$232,514
+$6,246 QoQ
Shares Held
701
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#965
of 1,247 holders
Holding Since
Sep 2021
20 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, 2026River Wealth Advisors LLC holds $1,662,542 across 2 Insurance Brokers names. AON ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
8,580 | $1,430,028 | |
| 2 | AON |
Aon plc
This page
|
701 | $232,514 |
All Filings in AON
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,514 | 701 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $226,268 | 701 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $246,310 | 698 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $256,024 | 718 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $256,153 | 718 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $286,945 | 719 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $261,109 | 727 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $251,188 | 726 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $210,203 | 716 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $238,943 | 716 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $237,181 | 815 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $228,575 | 705 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $243,366 | 705 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $222,279 | 705 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $224,204 | 747 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $207,331 | 774 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $225,991 | 838 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $281,018 | 863 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $229,327 | 763 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $222,043 | 777 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||