Position in AON
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,350,355
+$1,017,597 QoQ
Shares Held
7,086
+71.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#445
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, 2026MISSION WEALTH MANAGEMENT, LP holds $4,838,952 across 3 Insurance Brokers names. AON ranks #1 (48.6% of the industry book) .
All Filings in AON
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,350,355 | 7,086 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,332,758 | 4,129 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,379,407 | 3,909 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,372,476 | 3,849 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,424,542 | 3,993 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,593,167 | 3,992 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,541,514 | 4,292 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,591,554 | 4,600 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,338,724 | 4,560 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,949,258 | 5,841 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,701,302 | 5,846 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,877,233 | 5,790 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,993,875 | 5,776 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,819,853 | 5,772 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,129,726 | 3,764 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,010,137 | 3,771 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,014,266 | 3,761 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,211,994 | 3,722 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,118,684 | 3,722 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $960,758 | 3,362 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $802,233 | 3,360 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $773,169 | 3,360 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $707,754 | 3,350 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $710,497 | 3,444 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $663,314 | 3,444 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||