Position in AON
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$166,176
-$2,315 QoQ
Shares Held
501
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,032
of 1,247 holders
Holding Since
Sep 2020
22 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, 2026CVA Family Office, LLC holds $453,352 across 7 Insurance Brokers names. AON ranks #1 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
501 | $166,176 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
869 | $144,836 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
350 | $80,349 | |
| 4 | BRO |
Brown & Brown, Inc.
|
695 | $44,584 | |
| 5 | WTW |
Willis Towers Watson PLC
|
55 | $14,375 | |
| 6 | CRVL |
Corvel Corp
|
37 | $2,313 | |
| 7 | ERIE |
Erie Indemnity Co
|
3 | $719 |
All Filings in AON
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,176 | 501 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $168,491 | 522 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $149,974 | 425 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $149,407 | 419 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $143,060 | 401 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $167,617 | 420 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $144,741 | 403 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $129,054 | 373 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $100,991 | 344 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $108,792 | 326 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $97,200 | 334 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $115,296 | 334 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $91,434 | 290 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $87,040 | 290 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $77,682 | 290 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $68,768 | 255 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $65,126 | 200 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $60,112 | 200 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $25,719 | 90 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $97,652 | 409 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $37,968 | 165 | Shares | Sole | 2021-04-14 | |
| 2020-09-30 | $18,567 | 90 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||