Position in AON
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$531,367
+$14,919 QoQ
Shares Held
1,602
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#734
of 1,247 holders
Holding Since
Dec 2022
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, 2026KFG WEALTH MANAGEMENT, LLC holds $531,367 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
|
1,602 | $531,367 |
All Filings in AON
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,367 | 1,602 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $516,448 | 1,600 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $564,608 | 1,600 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $570,884 | 1,601 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $570,816 | 1,600 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $636,149 | 1,594 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $571,064 | 1,590 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $550,124 | 1,590 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $548,407 | 1,868 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $623,388 | 1,868 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $543,625 | 1,868 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $605,642 | 1,868 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $644,833 | 1,868 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $715,077 | 2,268 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $680,717 | 2,268 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||