Position in AON
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,165,167
+$2,106,559 QoQ
Shares Held
21,602
+37.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#315
of 1,246 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, 2026Wealthfront Advisers LLC holds $31,933,283 across 5 Insurance Brokers names. AON ranks #3 (22.4% of the industry book) .
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,165,167 | 21,602 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,058,608 | 15,672 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,085,000 | 14,410 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,772,110 | 13,383 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,337,844 | 12,159 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,922,894 | 14,841 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,545,169 | 12,655 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $3,833,569 | 11,080 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,217,049 | 10,958 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,374,068 | 13,107 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,181,957 | 14,370 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,368,434 | 16,558 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $5,574,289 | 16,148 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,510,538 | 14,306 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,592,442 | 15,301 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,473,202 | 12,966 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,553,060 | 9,467 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $3,072,644 | 9,436 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,318,783 | 11,042 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,224,628 | 11,284 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,039,010 | 8,540 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,889,893 | 8,213 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,636,074 | 7,744 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,642,560 | 7,962 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,568,919 | 8,146 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||