Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$995
-$1,264 QoQ
Shares Held
3
-57.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,228
of 1,247 holders
Holding Since
Jun 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, 2026HighMark Wealth Management LLC holds $52,329 across 2 Insurance Brokers names. AON ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
308 | $51,334 | |
| 2 | AON |
Aon plc
This page
|
3 | $995 |
All Filings in AON
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $995 | 3 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,259 | 7 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,470 | 7 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,496 | 7 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,497 | 7 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,793 | 7 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,232 | 9 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,459 | 10 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,935 | 10 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,337 | 10 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,910 | 10 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,566 | 11 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,142 | 12 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,098 | 13 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,201 | 14 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,750 | 14 | Shares | Sole | 2022-10-21 | |
| 2021-09-30 | $2,000 | 7 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,148 | 9 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,991 | 13 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $4,225 | 20 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $4,126 | 20 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,852 | 20 | Shares | Sole | 2020-07-22 | |
| No filing history on record for this holder in this stock. | ||||||