Position in AON
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$239,811
-$68,121 QoQ
Shares Held
723
-24.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#957
of 1,246 holders
Holding Since
Dec 2020
7 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, 2026Jacobi Capital Management LLC holds $1,430,645 across 3 Insurance Brokers names. AON ranks #3 (16.8% of the industry book) .
All Filings in AON
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,811 | 723 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $307,932 | 954 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $310,534 | 880 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $361,928 | 1,015 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $398,144 | 1,116 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $213,912 | 536 | Shares | Sole | 2025-05-27 | |
| 2020-12-31 | $633 | 3 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||