Position in AON
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$250,425
-$7,153 QoQ
Shares Held
755
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#945
of 1,247 holders
Holding Since
Dec 2024
5 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, 2026Bison Wealth, LLC holds $785,435 across 2 Insurance Brokers names. AON ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,210 | $535,010 | |
| 2 | AON |
Aon plc
This page
|
755 | $250,425 |
All Filings in AON
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,425 | 755 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $257,578 | 798 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $234,034 | 656 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $261,403 | 655 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $234,531 | 653 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||