Position in AON
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,776,789
+$9,756,592 QoQ
Shares Held
44,550
+186.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#225
of 1,247 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $29,050,765 across 6 Insurance Brokers names. AON ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
44,550 | $14,776,789 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
42,881 | $9,844,191 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,106 | $2,351,047 | |
| 4 | ERIE |
Erie Indemnity Co
|
4,947 | $1,186,043 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,799 | $470,204 | |
| 6 | BRO |
Brown & Brown, Inc.
|
6,586 | $422,491 |
All Filings in AON
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,776,789 | 44,550 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,020,197 | 15,553 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,685,664 | 18,946 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,132,669 | 20,003 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,052,788 | 19,769 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $7,344,453 | 18,403 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,905,210 | 19,226 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,090,373 | 20,493 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,335,522 | 18,174 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,726,492 | 8,170 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,666,907 | 9,164 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,766,893 | 8,534 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,608,331 | 7,556 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,731,987 | 8,665 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,697,791 | 15,652 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,207,743 | 11,975 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,609,154 | 9,675 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,912,109 | 8,943 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $2,976,445 | 9,903 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $2,985,439 | 10,447 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $2,540,645 | 10,641 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $2,261,290 | 9,827 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $882,263 | 4,176 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $14,028 | 68 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||