Position in AON
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$341,309
+$100,193 QoQ
Shares Held
1,029
+37.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#843
of 1,235 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $341,309 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
1,029 | $341,309 |
All Filings in AON
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,309 | 1,029 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $241,116 | 747 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $110,451 | 313 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $122,306 | 343 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||