Position in AON
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$333,348
+$84,485 QoQ
Shares Held
1,005
+30.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#865
of 1,247 holders
Holding Since
Mar 2024
9 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, 2026FSM Wealth Advisors, LLC holds $573,852 across 2 Insurance Brokers names. AON ranks #1 (58.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
1,005 | $333,348 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,443 | $240,504 |
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,348 | 1,005 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $248,863 | 771 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $288,655 | 818 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $262,086 | 735 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $263,288 | 738 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $305,303 | 765 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $244,947 | 682 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $222,471 | 643 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $203,569 | 610 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||