Position in AON
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$341,640
+$9,177 QoQ
Shares Held
1,030
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#855
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, 2026MPS Loria Financial Planners, LLC holds $341,640 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
|
1,030 | $341,640 |
All Filings in AON
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,640 | 1,030 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $332,463 | 1,030 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $363,466 | 1,030 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $367,277 | 1,030 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $367,462 | 1,030 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $411,062 | 1,030 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $369,934 | 1,030 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $356,369 | 1,030 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $302,387 | 1,030 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $343,731 | 1,030 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $299,750 | 1,030 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $333,946 | 1,030 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $355,556 | 1,030 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $324,748 | 1,030 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $303,741 | 1,012 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $275,906 | 1,030 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $273,185 | 1,013 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $330,188 | 1,014 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $304,767 | 1,014 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $309,203 | 1,082 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $258,338 | 1,082 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $248,979 | 1,082 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $228,594 | 1,082 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $206,300 | 1,000 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $192,600 | 1,000 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||