Position in AON
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$980,807
+$100,910 QoQ
Shares Held
2,957
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#600
of 1,247 holders
Holding Since
Jun 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, 2026Beverly Hills Private Wealth, LLC holds $1,483,983 across 2 Insurance Brokers names. AON ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
2,957 | $980,807 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,019 | $503,176 |
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $980,807 | 2,957 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $879,897 | 2,726 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $848,675 | 2,405 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $860,782 | 2,414 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $871,207 | 2,442 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $915,909 | 2,295 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $907,236 | 2,526 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,060,457 | 3,065 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $597,727 | 2,036 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||