Position in AON
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,343,344
+$834,966 QoQ
Shares Held
4,050
+157.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#535
of 1,247 holders
Holding Since
Sep 2023
10 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, 2026WADDELL & ASSOCIATES, LLC holds $2,377,910 across 3 Insurance Brokers names. AON ranks #1 (56.5% of the industry book) .
All Filings in AON
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,343,344 | 4,050 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $508,378 | 1,575 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $361,702 | 1,025 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $241,048 | 676 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $224,402 | 629 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $251,027 | 629 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $225,911 | 629 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $217,627 | 629 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $209,909 | 629 | Shares | Sole | 2024-05-08 | |
| 2023-09-30 | $203,934 | 629 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||