Position in AON
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$161,712
-$15,080 QoQ
Shares Held
501
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
11 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $161,712 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
|
501 | $161,712 |
All Filings in AON
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $161,712 | 501 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $176,792 | 501 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $178,646 | 501 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $27,537 | 69 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $5,673 | 17 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $4,947 | 17 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $6,804 | 21 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $22,716 | 345 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,706 | 315 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,246 | 300 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,161,624 | 4,556 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||