Patriot Financial Group Insurance Agency, LLC
InsurancePosition in AON — Aon plc
CIK 1694883
Westborough, MA
Position in AON
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,676,029
+$1,663,894 QoQ
Shares Held
5,053
+11128.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#495
of 1,246 holders
Holding Since
Mar 2020
11 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, 2026Patriot Financial Group Insurance Agency, LLC holds $1,676,029 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
|
5,053 | $1,676,029 |
All Filings in AON
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,676,029 | 5,053 | Shares | Sole | 2026-07-16 | |
| 2022-06-30 | $12,135 | 45 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $14,653 | 45 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $61,614 | 205 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $59,154 | 207 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $50,378 | 211 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $35,897 | 156 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $13,521 | 64 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $13,203 | 64 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,733 | 9 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $4,456 | 27 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||