Position in AON
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$965,217
+$658,254 QoQ
Shares Held
2,910
+206.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#604
of 1,252 holders
Holding Since
Dec 2025
3 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $5,582,726 across 4 Insurance Brokers names. AON ranks #3 (17.3% of the industry book) .
All Filings in AON
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,217 | 2,910 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $306,963 | 951 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $299,242 | 848 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||