Position in AON
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$340,977
+$9,805 QoQ
Shares Held
1,028
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#857
of 1,247 holders
Holding Since
Jun 2024
8 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, 2026Sargent Investment Group, LLC holds $340,977 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
|
1,028 | $340,977 |
All Filings in AON
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,977 | 1,028 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $331,172 | 1,026 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $416,751 | 1,181 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $428,112 | 1,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $482,499 | 1,209 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $377,477 | 1,051 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $386,470 | 1,117 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $423,929 | 1,444 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||