Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,217,152
-$2,696,122 QoQ
Shares Held
15,729
-35.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#345
of 1,247 holders
Holding Since
Sep 2021
20 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, 2026Capital Group Private Client Services, Inc. holds $28,984,065 across 3 Insurance Brokers names. AON ranks #3 (18.0% of the industry book) .
All Filings in AON
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,217,152 | 15,729 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $7,913,274 | 24,516 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $15,022,454 | 42,571 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $15,970,148 | 44,787 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $63,928,537 | 179,192 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $73,929,027 | 185,244 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $69,479,502 | 193,450 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $69,774,765 | 201,667 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $70,704,339 | 240,835 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $93,056,487 | 278,846 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $105,701,083 | 363,209 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $120,527,488 | 371,746 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $137,460,020 | 398,204 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $127,984,723 | 405,927 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $124,744,486 | 415,621 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $113,403,835 | 423,354 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $115,877,990 | 429,687 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $141,956,119 | 435,943 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $163,607,130 | 544,341 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $157,428,406 | 550,892 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||