Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$924,751
+$53,568 QoQ
Shares Held
2,788
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#614
of 1,247 holders
Holding Since
Mar 2022
9 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, 2026Mutual Advisors, LLC holds $2,554,292 across 4 Insurance Brokers names. AON ranks #1 (36.2% of the industry book) .
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,751 | 2,788 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $871,183 | 2,699 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $961,245 | 2,724 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,055,120 | 2,959 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $268,997 | 754 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $255,816 | 641 | Shares | Sole | 2025-04-28 | |
| 2023-09-30 | $577,111 | 1,780 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $201,706 | 753 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $201,239 | 618 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||