Position in AON
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$241,470
-$14,494 QoQ
Shares Held
728
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#953
of 1,247 holders
Holding Since
Dec 2025
3 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, 2026Cypress Wealth Services, LLC holds $464,152 across 2 Insurance Brokers names. AON ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
728 | $241,470 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
970 | $222,682 |
All Filings in AON
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,470 | 728 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $255,964 | 793 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $202,906 | 575 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||