Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,060,412
+$28,485 QoQ
Shares Held
3,197
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#583
of 1,246 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Comprehensive Financial Management LLC holds $1,060,412 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
3,197 | $1,060,412 |
All Filings in AON
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,060,412 | 3,197 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,031,927 | 3,197 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,128,157 | 3,197 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,139,986 | 3,197 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,140,561 | 3,197 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||