Position in AON
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$786,105
-$9,547 QoQ
Shares Held
2,370
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#641
of 1,247 holders
Holding Since
Mar 2023
12 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, 2026SageView Advisory Group, LLC holds $786,105 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
2,370 | $786,105 |
All Filings in AON
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,105 | 2,370 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $795,652 | 2,465 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $829,620 | 2,351 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $840,102 | 2,356 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $781,661 | 2,191 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $895,957 | 2,245 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $827,863 | 2,305 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,132,682 | 6,164 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,602,586 | 8,865 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $608,813 | 2,092 | Shares | Sole | 2024-03-06 | |
| 2023-06-30 | $632,751 | 1,833 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $498,788 | 1,582 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||