Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$367,844
-$620,831 QoQ
Shares Held
1,109
-63.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#827
of 1,246 holders
Holding Since
Jun 2024
9 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, 2026Intellectus Partners, LLC holds $633,015 across 2 Insurance Brokers names. AON ranks #1 (58.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
1,109 | $367,844 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,591 | $265,171 |
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,844 | 1,109 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $988,675 | 3,063 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,030,056 | 2,919 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,054,050 | 2,956 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,014,268 | 2,843 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,138,204 | 2,852 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $352,695 | 982 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $343,222 | 992 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $282,130 | 961 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||