Position in AON
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$871,017
-$26,634 QoQ
Shares Held
2,626
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#621
of 1,246 holders
Holding Since
Mar 2021
15 quarters on record
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $5,586,630 across 3 Insurance Brokers names. AON ranks #3 (15.6% of the industry book) .
All Filings in AON
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,017 | 2,626 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $897,651 | 2,781 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $435,101 | 1,233 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $420,051 | 1,178 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $379,235 | 1,063 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $494,073 | 1,238 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $471,217 | 1,312 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $358,791 | 1,037 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $305,323 | 1,040 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $695,138 | 2,083 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $574,473 | 1,974 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $400,411 | 1,235 | Shares | Sole | 2023-11-08 | |
| 2022-09-30 | $255,280 | 953 | Shares | Sole | 2022-11-14 | |
| 2021-06-30 | $213,690 | 895 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $208,709 | 907 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||