Position in AON
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$553,886
+$146,315 QoQ
Shares Held
1,716
+48.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $2,341,692 across 4 Insurance Brokers names. AON ranks #2 (23.7% of the industry book) .
All Filings in AON
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $553,886 | 1,716 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $407,571 | 1,155 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $584,073 | 1,638 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $544,770 | 1,527 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $249,428 | 625 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $205,862 | 595 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||