Position in AON
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$17,107
-$15,841 QoQ
Shares Held
53
-61.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
5 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, 2026Lloyd Advisory Services, LLC. holds $1,666 across 1 Insurance Brokers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
10 | $1,666 |
All Filings in AON
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,107 | 53 | Shares | Sole | 2026-05-13 | |
| 2021-06-30 | $32,948 | 138 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $31,755 | 138 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $29,155 | 138 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $28,469 | 138 | Shares | Other | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||