Position in AON
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$634,854
+$32,547 QoQ
Shares Held
1,914
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#688
of 1,246 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $634,854 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
|
1,914 | $634,854 |
All Filings in AON
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,854 | 1,914 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $602,307 | 1,866 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $682,822 | 1,935 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $679,641 | 1,906 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $686,406 | 1,924 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $812,946 | 2,037 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $735,200 | 2,047 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $684,714 | 1,979 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $578,352 | 1,970 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $699,810 | 2,097 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,004,892 | 3,453 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,218,742 | 3,759 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,228,221 | 3,558 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,118,333 | 3,547 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,036,383 | 3,453 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $731,285 | 2,730 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $738,114 | 2,737 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $933,906 | 2,868 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,277,079 | 4,249 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,269,104 | 4,441 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,056,751 | 4,426 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $984,410 | 4,278 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $825,854 | 3,909 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $747,837 | 3,625 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $679,300 | 3,527 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||