Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$387,745
+$101,762 QoQ
Shares Held
1,169
+31.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#811
of 1,247 holders
Holding Since
Mar 2026
2 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, 2026Caerus Investment Advisors, LLC holds $702,084 across 2 Insurance Brokers names. AON ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
1,169 | $387,745 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,886 | $314,339 |
All Filings in AON
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,745 | 1,169 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $285,983 | 886 | Shares | Sole | 2026-06-01 | |
| No filing history on record for this holder in this stock. | ||||||