Position in AON
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$184,751
+$4,963 QoQ
Shares Held
557
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,025
of 1,246 holders
Holding Since
Sep 2020
24 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, 2026Carolina Wealth Advisors, LLC holds $190,139 across 2 Insurance Brokers names. AON ranks #1 (97.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
557 | $184,751 | |
| 2 | BRO |
Brown & Brown, Inc.
|
84 | $5,388 |
All Filings in AON
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,751 | 557 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $179,788 | 557 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $196,554 | 557 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $198,615 | 557 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $198,715 | 557 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $222,293 | 557 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $200,052 | 557 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $192,716 | 557 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $156,184 | 532 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $177,539 | 532 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $154,822 | 532 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $172,485 | 532 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $183,646 | 532 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $167,734 | 532 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $159,674 | 532 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $142,506 | 532 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $143,469 | 532 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $173,235 | 532 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $159,897 | 532 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $152,029 | 532 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $127,020 | 532 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $122,418 | 532 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $112,395 | 532 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $109,751 | 532 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||