Position in AON
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$598,690
+$37,064 QoQ
Shares Held
1,805
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#705
of 1,247 holders
Holding Since
Jun 2020
25 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, 2026AE Wealth Management LLC holds $23,996,612 across 7 Insurance Brokers names. AON ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
107,554 | $17,925,998 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
8,332 | $1,912,754 | |
| 3 | BRO |
Brown & Brown, Inc.
|
22,062 | $1,415,257 | |
| 4 | ERIE |
Erie Indemnity Co
|
5,220 | $1,251,481 | |
| 5 | WTW |
Willis Towers Watson PLC
|
2,303 | $601,925 | |
| 6 | AON |
Aon plc
This page
|
1,805 | $598,690 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
5,990 | $290,507 |
All Filings in AON
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,690 | 1,805 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $561,626 | 1,740 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $566,362 | 1,605 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $498,489 | 1,398 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $257,217 | 721 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $231,867 | 581 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $282,655 | 787 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $284,399 | 822 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $455,929 | 1,553 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $425,490 | 1,275 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $829,989 | 2,852 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $953,206 | 2,940 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,113,960 | 3,227 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $946,815 | 3,003 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,172,646 | 3,907 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $645,298 | 2,409 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $653,704 | 2,424 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $467,279 | 1,435 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $435,210 | 1,448 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $406,079 | 1,421 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,193,800 | 5,000 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,269,516 | 5,517 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,309,028 | 6,196 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,280,091 | 6,205 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,125,169 | 5,842 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||