Position in AON
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,181,856
-$140,094 QoQ
Shares Held
6,578
-0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#460
of 1,247 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $6,708,658 across 4 Insurance Brokers names. AON ranks #2 (32.5% of the industry book) .
All Filings in AON
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,181,856 | 6,578 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $2,321,950 | 6,580 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $2,346,652 | 6,581 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,348,551 | 6,583 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,865,466 | 7,180 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,582,360 | 7,190 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,274,192 | 6,573 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,927,646 | 6,566 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,191,205 | 6,566 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,910,255 | 6,564 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $201,664 | 622 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $213,678 | 619 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||