Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$448,444
+$114,690 QoQ
Shares Held
1,352
+30.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#782
of 1,247 holders
Holding Since
Sep 2020
20 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, 2026Independent Advisor Alliance holds $3,367,118 across 6 Insurance Brokers names. AON ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
3,842 | $882,007 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,388 | $731,347 | |
| 3 | BRO |
Brown & Brown, Inc.
|
9,679 | $620,907 | |
| 4 | AON |
Aon plc
This page
|
1,352 | $448,444 | |
| 5 | ERIE |
Erie Indemnity Co
|
1,867 | $447,613 | |
| 6 | WTW |
Willis Towers Watson PLC
|
906 | $236,800 |
All Filings in AON
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,444 | 1,352 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $333,754 | 1,034 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $525,084 | 1,488 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $527,024 | 1,478 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $504,458 | 1,414 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $558,725 | 1,400 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $494,922 | 1,378 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $299,281 | 865 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $256,587 | 874 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $226,929 | 680 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $220,593 | 758 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $271,047 | 836 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $272,708 | 790 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $440,775 | 1,398 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $265,727 | 992 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $263,747 | 978 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $336,701 | 1,034 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $310,779 | 1,034 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $219,757 | 769 | Shares | Sole | 2021-11-01 | |
| 2020-09-30 | $202,174 | 980 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||