Position in AON
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$717,445
+$2,165 QoQ
Shares Held
2,163
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#662
of 1,247 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MBL Wealth, LLC holds $988,950 across 2 Insurance Brokers names. AON ranks #1 (72.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
2,163 | $717,445 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,629 | $271,505 |
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,445 | 2,163 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $715,280 | 2,216 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $559,314 | 1,585 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $564,109 | 1,582 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $504,458 | 1,414 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $599,832 | 1,503 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $528,683 | 1,472 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $509,297 | 1,472 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $427,746 | 1,457 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||