Position in AON
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$275,633
+$55,498 QoQ
Shares Held
831
+21.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#916
of 1,247 holders
Holding Since
Dec 2025
3 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, 2026Optas, LLC holds $539,803 across 2 Insurance Brokers names. AON ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
831 | $275,633 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,585 | $264,170 |
All Filings in AON
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,633 | 831 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $220,135 | 682 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $221,254 | 627 | Shares | Other | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||