Position in AON
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$857,418
-$117,044 QoQ
Shares Held
2,585
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#624
of 1,247 holders
Holding Since
Dec 2020
9 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, 2026Marshall Financial Group, LLC holds $1,572,598 across 2 Insurance Brokers names. AON ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
2,585 | $857,418 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,291 | $715,180 |
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $857,418 | 2,585 | Shares | Sole | 2026-07-20 | |
| 2024-03-31 | $974,462 | 2,920 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $766,546 | 2,634 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $324,978 | 998 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $322,500 | 1,073 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,274,819 | 4,461 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,009,716 | 4,229 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,140,655 | 4,957 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $994,870 | 4,709 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||