Position in AON
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,495,635
+$84,469 QoQ
Shares Held
7,524
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#435
of 1,247 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $3,100,980 across 2 Insurance Brokers names. AON ranks #1 (80.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
7,524 | $2,495,635 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,632 | $605,345 |
All Filings in AON
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,495,635 | 7,524 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,411,166 | 7,470 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,265,489 | 6,420 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,495,703 | 6,999 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,156,615 | 3,242 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,280,679 | 3,209 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,164,755 | 3,243 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,133,117 | 3,275 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $954,428 | 3,251 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,039,537 | 3,115 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $894,304 | 3,073 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $986,925 | 3,044 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,843,757 | 8,238 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,603,349 | 8,257 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,467,150 | 8,220 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $699,408 | 2,611 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,192,524 | 4,422 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,185,944 | 3,642 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $822,632 | 2,737 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $581,827 | 2,036 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $494,233 | 2,070 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $494,046 | 2,147 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $455,920 | 2,158 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||