Position in AON
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,294,254
+$34,444 QoQ
Shares Held
3,902
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#540
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, 2026Ellis Investment Partners, LLC holds $2,147,565 across 2 Insurance Brokers names. AON ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
3,902 | $1,294,254 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
3,717 | $853,311 |
All Filings in AON
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,294,254 | 3,902 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,259,810 | 3,903 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,406,932 | 3,987 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,420,971 | 3,985 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,421,688 | 3,985 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,624,296 | 4,070 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,461,781 | 4,070 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,408,179 | 4,070 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,194,870 | 4,070 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,358,240 | 4,070 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,184,451 | 4,070 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,319,575 | 4,070 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,404,964 | 4,070 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,283,230 | 4,070 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,221,569 | 4,070 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,090,230 | 4,070 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,097,597 | 4,070 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,325,314 | 4,070 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,223,279 | 4,070 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,163,083 | 4,070 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $971,753 | 4,070 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $936,547 | 4,070 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $865,361 | 4,096 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $851,400 | 4,127 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $794,860 | 4,127 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||