Position in AON
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$280,941
+$2,060 QoQ
Shares Held
847
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#909
of 1,246 holders
Holding Since
Sep 2020
23 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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,692,519 across 9 Insurance Brokers names. AON ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
6,783 | $1,557,173 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,880 | $480,009 | |
| 3 | AON |
Aon plc
This page
|
847 | $280,941 | |
| 4 | BRO |
Brown & Brown, Inc.
|
2,354 | $151,009 | |
| 5 | CRVL |
Corvel Corp
|
1,976 | $123,539 | |
| 6 | WTW |
Willis Towers Watson PLC
|
195 | $50,967 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
920 | $44,620 | |
| 8 | ERIE |
Erie Indemnity Co
|
16 | $3,836 |
All Filings in AON
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,941 | 847 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $278,881 | 864 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $369,465 | 1,047 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $375,122 | 1,052 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $421,838 | 1,057 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $368,139 | 1,025 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $553,238 | 1,599 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $477,948 | 1,628 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $620,385 | 1,859 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $539,260 | 1,853 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $641,307 | 1,978 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $646,214 | 1,872 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $623,958 | 1,979 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $601,780 | 2,005 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $542,971 | 2,027 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $528,572 | 1,960 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $583,203 | 1,791 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $462,260 | 1,538 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $417,224 | 1,460 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $321,370 | 1,346 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $298,912 | 1,299 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $216,339 | 1,024 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $236,213 | 1,145 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||