Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$259,713
-$46,282 QoQ
Shares Held
783
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#936
of 1,247 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $906,256 across 3 Insurance Brokers names. AON ranks #2 (28.7% of the industry book) .
All Filings in AON
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,713 | 783 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $305,995 | 948 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $508,500 | 1,441 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $517,041 | 1,450 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $548,696 | 1,538 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $659,695 | 1,653 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $403,695 | 1,124 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $387,162 | 1,119 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $327,928 | 1,117 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $269,645 | 808 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||