Position in AON
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,060,655
-$61,856 QoQ
Shares Held
3,286
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $1,820,766 across 3 Insurance Brokers names. AON ranks #1 (58.3% of the industry book) .
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,060,655 | 3,286 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,122,511 | 3,181 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,128,575 | 3,165 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,107,739 | 3,105 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,227,999 | 3,077 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,326,018 | 3,692 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,265,977 | 3,659 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,074,209 | 3,659 | Shares | Sole | 2024-07-11 | |
| 2022-12-31 | $60,028 | 200 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||