Position in AON
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,955
+$6,050 QoQ
Shares Held
27
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,139
of 1,235 holders
Holding Since
Dec 2022
7 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, 2026Bogart Wealth, LLC holds $235,168 across 9 Insurance Brokers names. AON ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,013 | $168,836 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
163 | $37,419 | |
| 3 | BRO |
Brown & Brown, Inc.
|
191 | $12,252 | |
| 4 | AON |
Aon plc
This page
|
27 | $8,955 | |
| 5 | WTW |
Willis Towers Watson PLC
|
15 | $3,920 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
44 | $2,134 | |
| 7 | ERIE |
Erie Indemnity Co
|
3 | $719 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
20 | $531 |
All Filings in AON
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,955 | 27 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,905 | 9 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,764 | 5 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,426 | 4 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $713 | 2 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,582 | 19 | Shares | Sole | 2025-05-02 | |
| 2022-12-31 | $900 | 3 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||