Position in AON
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$175,795
+$4,722 QoQ
Shares Held
530
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,027
of 1,247 holders
Holding Since
Jun 2020
25 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 Jun 30, 2026Dougherty Wealth Advisers LLC holds $175,795 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
|
530 | $175,795 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,795 | 530 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $171,073 | 530 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $232,547 | 659 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $234,986 | 659 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $235,104 | 659 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $263,000 | 659 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $236,686 | 659 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $228,007 | 659 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $193,469 | 659 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $219,921 | 659 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $191,782 | 659 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $213,660 | 659 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $227,486 | 659 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $207,776 | 659 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $197,792 | 659 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $176,526 | 659 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $177,719 | 659 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $214,590 | 659 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $198,069 | 659 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $188,322 | 659 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $157,342 | 659 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $151,642 | 659 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $139,226 | 659 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $135,951 | 659 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $126,923 | 659 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||