Position in AON
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$447,695
-$528,018 QoQ
Shares Held
1,387
-49.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Fortis Capital Advisors, LLC holds $556,846 across 2 Insurance Brokers names. AON ranks #1 (80.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
1,387 | $447,695 | |
| 2 | CRD-A |
Crawford & Co
|
10,948 | $109,151 |
All Filings in AON
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $447,695 | 1,387 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $975,713 | 2,765 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $987,726 | 2,770 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,012,841 | 2,839 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,137,406 | 2,850 | Shares | Sole | 2025-05-20 | |
| 2023-03-31 | $12,296 | 39 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $150,670 | 502 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||