Position in AON
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$539,991
+$154,269 QoQ
Shares Held
1,628
+36.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#730
of 1,246 holders
Holding Since
Dec 2021
15 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, 2026Amplius Wealth Advisors, LLC holds $754,995 across 2 Insurance Brokers names. AON ranks #1 (71.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
1,628 | $539,991 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,290 | $215,004 |
All Filings in AON
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,991 | 1,628 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $385,722 | 1,195 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $416,045 | 1,179 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $416,485 | 1,168 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $482,339 | 1,352 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $540,367 | 1,354 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $469,422 | 1,307 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $460,512 | 1,331 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $381,654 | 1,300 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $430,498 | 1,290 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $380,072 | 1,306 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $272,344 | 840 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $384,552 | 1,114 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $222,910 | 707 | Shares | Sole | 2023-04-25 | |
| 2021-12-31 | $65,221 | 217 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||