Position in AON
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$385,755
+$12,622 QoQ
Shares Held
1,163
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#812
of 1,247 holders
Holding Since
Sep 2022
14 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, 2026Everhart Financial Group, Inc. holds $385,755 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
|
1,163 | $385,755 |
All Filings in AON
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,755 | 1,163 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $373,133 | 1,156 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $402,988 | 1,142 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $413,989 | 1,161 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $324,294 | 909 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $358,382 | 898 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $266,137 | 741 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $230,775 | 667 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $305,353 | 915 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $240,382 | 826 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $284,016 | 876 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $278,231 | 806 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $229,846 | 729 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $234,921 | 877 | Shares | Sole | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||