Position in AON
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$328,041
-$20,561 QoQ
Shares Held
989
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#867
of 1,246 holders
Holding Since
Sep 2022
14 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, 2026Kathmere Capital Management, LLC holds $1,531,556 across 3 Insurance Brokers names. AON ranks #2 (21.4% of the industry book) .
All Filings in AON
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,041 | 989 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $348,602 | 1,080 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $558,256 | 1,582 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $552,699 | 1,550 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,014,265 | 8,449 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,405,434 | 8,533 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,392,984 | 9,447 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,261,647 | 9,427 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $729,845 | 2,187 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $586,114 | 2,014 | Shares | Sole | 2024-04-16 | |
| 2023-09-30 | $460,068 | 1,419 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $462,568 | 1,340 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $419,650 | 1,331 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $257,958 | 963 | Shares | Sole | 2022-10-11 | |
| No filing history on record for this holder in this stock. | ||||||