Position in AON
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$568,184
+$2,997 QoQ
Shares Held
1,713
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#717
of 1,247 holders
Holding Since
Dec 2021
18 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, 2026Wedmont Private Capital holds $5,434,157 across 6 Insurance Brokers names. AON ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
28,730 | $1,843,029 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
6,696 | $1,537,200 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,783 | $797,182 | |
| 4 | AON |
Aon plc
This page
|
1,713 | $568,184 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,486 | $388,395 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,252 | $300,167 |
All Filings in AON
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,184 | 1,713 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $565,187 | 1,751 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $662,002 | 1,876 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $732,415 | 2,054 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $732,071 | 2,052 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $816,538 | 2,046 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $670,551 | 1,867 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $599,946 | 1,734 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $473,838 | 1,614 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $600,362 | 1,799 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $503,173 | 1,729 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $628,338 | 1,938 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $630,680 | 1,827 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $546,712 | 1,734 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $412,092 | 1,373 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $357,606 | 1,335 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $290,136 | 891 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $229,627 | 764 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||