Position in AON
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$160,537
+$4,312 QoQ
Shares Held
484
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,034
of 1,246 holders
Holding Since
Jun 2025
5 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $241,596 across 3 Insurance Brokers names. AON ranks #1 (66.4% of the industry book) .
All Filings in AON
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,537 | 484 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $156,225 | 484 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $214,903 | 609 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $217,157 | 609 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $227,969 | 639 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||