Position in AON
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,473,548
+$78,281 QoQ
Shares Held
16,502
-1.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#343
of 1,247 holders
Holding Since
Mar 2020
26 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, 2026Williams Jones Wealth Management, LLC. holds $5,999,225 across 2 Insurance Brokers names. AON ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
16,502 | $5,473,548 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,154 | $525,677 |
All Filings in AON
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,473,548 | 16,502 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,395,267 | 16,715 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,437,131 | 29,577 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,764,494 | 35,797 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,799,113 | 49,891 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $28,156,198 | 70,551 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,235,821 | 75,832 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,809,035 | 77,485 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,430,326 | 79,809 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $34,608,766 | 103,706 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $32,898,646 | 113,046 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $35,642,477 | 109,933 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $38,464,945 | 111,428 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $34,444,171 | 109,246 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $33,343,453 | 111,093 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $29,538,292 | 110,271 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $30,616,770 | 113,530 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $39,313,961 | 120,732 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $36,528,259 | 121,534 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $33,854,600 | 118,468 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $40,811,724 | 170,932 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $38,742,009 | 168,363 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $31,844,304 | 150,728 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $29,833,455 | 144,612 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $22,735,467 | 118,045 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $803,909 | 4,871 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||