Position in AON
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$216,593
+$5,818 QoQ
Shares Held
653
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#981
of 1,247 holders
Holding Since
Jun 2020
25 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, 2026Center for Financial Planning, Inc. holds $497,357 across 2 Insurance Brokers names. AON ranks #2 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,223 | $280,764 | |
| 2 | AON |
Aon plc
This page
|
653 | $216,593 |
All Filings in AON
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,593 | 653 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $210,775 | 653 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $230,430 | 653 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $232,846 | 653 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $232,964 | 653 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $260,605 | 653 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $234,531 | 653 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $225,931 | 653 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $250,423 | 853 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $284,663 | 853 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $248,240 | 853 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $276,559 | 853 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $294,455 | 853 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $268,942 | 853 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $256,019 | 853 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $228,493 | 853 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $230,037 | 853 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $277,762 | 853 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $256,377 | 853 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $243,761 | 853 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $203,662 | 853 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $196,283 | 853 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $360,426 | 1,706 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $351,947 | 1,706 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $328,575 | 1,706 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||