Position in AON
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$53,733
+$1,443 QoQ
Shares Held
162
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,073
of 1,246 holders
Holding Since
Sep 2025
4 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, 2026West Financial Advisors, LLC holds $66,588 across 2 Insurance Brokers names. AON ranks #1 (80.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
162 | $53,733 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
56 | $12,855 |
All Filings in AON
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,733 | 162 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $52,290 | 162 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $57,166 | 162 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $57,765 | 162 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||