Position in AON
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$998,386
+$357,668 QoQ
Shares Held
3,010
+51.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#593
of 1,247 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Derivatives in AON
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$132,676
PutShares
400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $1,601,731 across 2 Insurance Brokers names. AON ranks #1 (62.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
3,010 | $998,386 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,620 | $603,345 |
All Filings in AON
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $998,386 | 3,010 | Shares | Sole | 2026-07-31 | |
| 2026-06-30 | $132,676 | 400 | Put | Sole | 2026-07-31 | |
| 2026-03-31 | $640,718 | 1,985 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $355,058 | 1,100 | Put | Sole | 2026-04-27 | |
| 2025-12-31 | $671,177 | 1,902 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $845,094 | 2,370 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $840,169 | 2,355 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||