Position in AON
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$73,303
+$20,690 QoQ
Shares Held
221
+35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,057
of 1,246 holders
Holding Since
Mar 2023
14 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $266,843 across 7 Insurance Brokers names. AON ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
476 | $79,334 | |
| 2 | AON |
Aon plc
This page
|
221 | $73,303 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
301 | $69,100 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
672 | $17,861 | |
| 5 | BRO |
Brown & Brown, Inc.
|
225 | $14,433 | |
| 6 | ERIE |
Erie Indemnity Co
|
36 | $8,631 | |
| 7 | WTW |
Willis Towers Watson PLC
|
16 | $4,181 |
All Filings in AON
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,303 | 221 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $52,613 | 163 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $55,402 | 157 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $52,417 | 147 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $49,232 | 138 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $47,491 | 119 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $36,634 | 102 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $29,063 | 84 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $24,660 | 84 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $28,032 | 84 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $24,445 | 84 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $27,234 | 84 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $28,996 | 84 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $26,484 | 84 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||