Position in AON
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$166,840
+$37,728 QoQ
Shares Held
503
+25.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,030
of 1,247 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $419,426 across 7 Insurance Brokers names. AON ranks #2 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
967 | $221,994 | |
| 2 | AON |
Aon plc
This page
|
503 | $166,840 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
108 | $18,000 | |
| 4 | BRO |
Brown & Brown, Inc.
|
106 | $6,799 | |
| 5 | WTW |
Willis Towers Watson PLC
|
11 | $2,875 | |
| 6 | ERIE |
Erie Indemnity Co
|
8 | $1,918 | |
| 7 | CRVL |
Corvel Corp
|
16 | $1,000 |
All Filings in AON
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,840 | 503 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $129,112 | 400 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $116,803 | 331 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $110,896 | 311 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $112,022 | 314 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $166,420 | 417 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $152,643 | 425 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $142,201 | 411 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $120,367 | 410 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $139,828 | 419 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $120,773 | 415 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $172,809 | 533 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $280,302 | 812 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $265,789 | 843 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $89,141 | 297 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $27,054 | 101 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $292,602 | 1,085 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $334,096 | 1,026 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $476,988 | 1,587 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $430,369 | 1,506 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $131,079 | 549 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $144,969 | 630 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||