Position in AON
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,027,243
-$2,102 QoQ
Shares Held
3,097
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#586
of 1,247 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 60%
Shared 40%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,099,430 across 2 Insurance Brokers names. AON ranks #2 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,433 | $1,072,187 | |
| 2 | AON |
Aon plc
This page
|
3,097 | $1,027,243 |
All Filings in AON
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,027,243 | 3,097 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,029,345 | 3,189 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $1,001,826 | 2,839 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $985,943 | 2,765 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,231,178 | 3,451 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $1,444,306 | 3,619 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,342,539 | 3,738 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,447,967 | 4,185 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,116,484 | 3,803 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,139,986 | 3,416 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $835,518 | 2,871 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $954,179 | 2,943 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,053,894 | 3,053 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,230,261 | 3,902 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,217,667 | 4,057 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,099,605 | 4,105 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,136,970 | 4,216 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,502,130 | 4,613 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,379,870 | 4,591 | Shares | Sole | 2022-02-08 | |
| 2021-03-31 | $1,038,945 | 4,515 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $941,207 | 4,455 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $810,965 | 3,931 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $498,833 | 2,590 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||