Position in AON
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$877,983
+$23,585 QoQ
Shares Held
2,647
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.84%
of 13F equity value
Holder Rank
#621
of 1,247 holders
Holding Since
Sep 2023
12 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, 2026WEBSTERROGERS FINANCIAL ADVISORS, LLC holds $877,983 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
2,647 | $877,983 |
All Filings in AON
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $877,983 | 2,647 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $854,398 | 2,647 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $934,073 | 2,647 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $943,867 | 2,647 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $967,889 | 2,713 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,082,731 | 2,713 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $974,401 | 2,713 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $969,809 | 2,803 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $886,024 | 3,018 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,007,166 | 3,018 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $878,298 | 3,018 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $978,495 | 3,018 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||