Position in AON
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,463,134
-$340,497 QoQ
Shares Held
7,631
-4.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Verdence Capital Advisors LLC holds $3,994,006 across 5 Insurance Brokers names. AON ranks #1 (61.7% of the industry book) .
All Filings in AON
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,463,134 | 7,631 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,803,631 | 7,945 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,902,561 | 8,140 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,842,663 | 7,968 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,962,564 | 9,929 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,672,051 | 10,224 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,531,865 | 10,208 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,968,680 | 10,112 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,355,554 | 10,055 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,882,553 | 9,905 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,644,881 | 11,242 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,709,174 | 10,745 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,802,712 | 12,061 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,774,260 | 12,575 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $3,346,499 | 12,493 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,087,566 | 11,449 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,913,411 | 8,947 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,456,176 | 8,172 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,482,483 | 8,687 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,609,242 | 6,740 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,177,702 | 5,118 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,209,098 | 5,723 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,183,336 | 5,736 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,109,568 | 5,761 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||