Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$369,502
-$182,451 QoQ
Shares Held
1,114
-34.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#827
of 1,247 holders
Holding Since
Jun 2021
21 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, 2026Deseret Mutual Benefit Administrators holds $929,475 across 4 Insurance Brokers names. AON ranks #2 (39.8% of the industry book) .
All Filings in AON
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,502 | 1,114 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $551,953 | 1,710 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $448,510 | 1,271 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $443,585 | 1,244 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $437,744 | 1,227 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $489,683 | 1,227 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $423,449 | 1,179 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $423,491 | 1,224 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $370,791 | 1,263 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $415,815 | 1,246 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $333,217 | 1,145 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $419,540 | 1,294 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $422,179 | 1,223 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $302,363 | 959 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $188,788 | 629 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $252,601 | 943 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $240,554 | 892 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $201,890 | 620 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $216,403 | 720 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $155,744 | 545 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $114,127 | 478 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||