Position in AON
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$248,540
-$14,002 QoQ
Shares Held
770
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026WEALTH ALLIANCE, LLC holds $1,171,523 across 1 Insurance Brokers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,029 | $1,171,523 |
All Filings in AON
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,540 | 770 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $262,542 | 744 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $265,295 | 744 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $247,234 | 693 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $311,689 | 781 | Shares | Defined | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||