Position in AON
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$240,475
+$6,460 QoQ
Shares Held
725
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#955
of 1,247 holders
Holding Since
Sep 2024
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 Jun 30, 2026Alpine Bank Wealth Management holds $246,808 across 2 Insurance Brokers names. AON ranks #1 (97.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
725 | $240,475 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
38 | $6,333 |
All Filings in AON
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,475 | 725 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $234,015 | 725 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $255,838 | 725 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $258,520 | 725 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $258,651 | 725 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $289,340 | 725 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $250,842 | 725 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||