Position in AON
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$242,465
+$25,557 QoQ
Shares Held
731
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#954
of 1,252 holders
Holding Since
Dec 2024
6 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, 2026NATURAL INVESTMENTS, LLC holds $771,627 across 3 Insurance Brokers names. AON ranks #3 (31.4% of the industry book) .
All Filings in AON
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,465 | 731 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $216,908 | 672 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $222,314 | 630 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $209,312 | 587 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $210,131 | 589 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $200,770 | 559 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||