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Canopy Partners, LLC

Position in AON — Aon plc

CIK 1960860 CINCINNATI, OH

Position in AON

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$200,340
-$24,091 QoQ
Shares Held
604
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,020
of 1,247 holders
Holding Since
Dec 2024
6 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, 2026

Canopy Partners, LLC holds $200,340 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
604 $200,340

All Filings in AON

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $200,340 604
2025-12-31 $224,431 636
2025-09-30 $222,149 623
2025-06-30 $217,980 611
2025-03-31 $242,247 607
2024-12-31 $216,573 603