Position in AON
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$630,211
+$16,929 QoQ
Shares Held
1,900
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#691
of 1,246 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026LOUNTZIS ASSET MANAGEMENT, LLC holds $7,209,884 across 2 Insurance Brokers names. AON ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
102,567 | $6,579,673 | |
| 2 | AON |
Aon plc
This page
|
1,900 | $630,211 |
All Filings in AON
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,211 | 1,900 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $613,282 | 1,900 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $670,472 | 1,900 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $677,502 | 1,900 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $677,844 | 1,900 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $758,271 | 1,900 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $682,404 | 1,900 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $657,381 | 1,900 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $557,802 | 1,900 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $634,068 | 1,900 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $552,938 | 1,900 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $616,018 | 1,900 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $655,880 | 1,900 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $599,051 | 1,900 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $570,266 | 1,900 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $508,953 | 1,900 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $512,392 | 1,900 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $618,697 | 1,900 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $571,064 | 1,900 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $542,963 | 1,900 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $453,644 | 1,900 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $437,209 | 1,900 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $401,413 | 1,900 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $391,970 | 1,900 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $365,940 | 1,900 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||