Position in AON
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$251,752
New position
Shares Held
759
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#941
of 1,246 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 47%
Shared 0%
None 53%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $474,434 across 2 Insurance Brokers names. AON ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
759 | $251,752 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
970 | $222,682 |
All Filings in AON
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,752 | 759 | Shares | Other | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||