Position in AON
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$307,808
+$46,679 QoQ
Shares Held
928
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#882
of 1,246 holders
Holding Since
Dec 2024
7 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, 2026GENESIS PRIVATE WEALTH, LLC holds $513,145 across 2 Insurance Brokers names. AON ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
928 | $307,808 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,232 | $205,337 |
All Filings in AON
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,808 | 928 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $261,129 | 809 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $227,254 | 644 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $205,033 | 575 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $210,131 | 589 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $278,564 | 698 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $281,222 | 783 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||