Position in AON
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$300,511
-$2,472,941 QoQ
Shares Held
906
-88.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#889
of 1,247 holders
Holding Since
Mar 2025
3 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, 2026Journey Advisory Group, LLC holds $1,151,926 across 3 Insurance Brokers names. AON ranks #3 (26.1% of the industry book) .
All Filings in AON
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,511 | 906 | Shares | Sole | 2026-08-04 | |
| 2025-06-30 | $2,773,452 | 7,774 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,068,603 | 7,689 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||