Position in AON
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$330,363
+$10,166 QoQ
Shares Held
996
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#866
of 1,247 holders
Holding Since
Mar 2025
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, 2026Apella Capital, LLC holds $330,363 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
|
996 | $330,363 |
All Filings in AON
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,363 | 996 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $320,197 | 992 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $281,951 | 799 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $276,706 | 776 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $280,413 | 786 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $307,299 | 770 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||