Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,305,954
+$88,806 QoQ
Shares Held
9,967
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#400
of 1,247 holders
Holding Since
Mar 2021
22 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, 2026Union Heritage Capital, LLC holds $5,650,000 across 2 Insurance Brokers names. AON ranks #1 (58.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
9,967 | $3,305,954 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,064 | $2,344,046 |
All Filings in AON
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,305,954 | 9,967 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,217,148 | 9,967 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $3,517,154 | 9,967 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,554,032 | 9,967 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,555,826 | 9,967 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,977,730 | 9,967 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,579,747 | 9,967 | Shares | Sole | 2025-04-03 | |
| 2024-09-30 | $3,448,482 | 9,967 | Shares | Sole | 2025-01-10 | |
| 2024-06-30 | $2,926,111 | 9,967 | Shares | Sole | 2025-01-10 | |
| 2024-03-31 | $3,326,187 | 9,967 | Shares | Sole | 2025-01-08 | |
| 2023-12-31 | $2,473,670 | 8,500 | Shares | Sole | 2025-01-07 | |
| 2023-09-30 | $2,755,870 | 8,500 | Shares | Sole | 2025-01-06 | |
| 2023-06-30 | $2,934,200 | 8,500 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $2,679,965 | 8,500 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,551,190 | 8,500 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $2,276,895 | 8,500 | Shares | Sole | 2023-02-24 | |
| 2022-06-30 | $2,292,280 | 8,500 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,767,855 | 8,500 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,554,760 | 8,500 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,429,045 | 8,500 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,029,460 | 8,500 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,380,660 | 6,000 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||