Position in AON
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$407,978
-$1,027,947 QoQ
Shares Held
1,230
-65.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#800
of 1,246 holders
Holding Since
Mar 2023
6 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, 2026INCEPTIONR LLC holds $1,571,525 across 3 Insurance Brokers names. AON ranks #3 (26.0% of the industry book) .
All Filings in AON
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,978 | 1,230 | Shares | Sole | 2026-08-11 | |
| 2025-03-31 | $1,435,925 | 3,598 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $903,379 | 2,611 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $251,958 | 755 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $298,004 | 1,024 | Shares | Sole | 2024-02-08 | |
| 2023-03-31 | $669,675 | 2,124 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||