Position in AON
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$263,361
+$12,561 QoQ
Shares Held
794
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#931
of 1,246 holders
Holding Since
Jun 2020
24 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, 2026TRUE Private Wealth Advisors holds $263,361 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
794 | $263,361 |
All Filings in AON
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,361 | 794 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $250,800 | 777 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $263,248 | 746 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $266,008 | 746 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $266,142 | 746 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $306,900 | 769 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $310,314 | 864 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $303,779 | 878 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $261,873 | 892 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $294,007 | 881 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $254,933 | 876 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $284,016 | 876 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $299,633 | 868 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $273,671 | 868 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $260,521 | 868 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $232,243 | 867 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $234,891 | 871 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $283,623 | 871 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $260,886 | 868 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $210,040 | 735 | Shares | Sole | 2021-11-05 | |
| 2021-03-31 | $205,028 | 891 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $155,283 | 735 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $151,630 | 735 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $141,561 | 735 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||