Position in AON
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,320,815
-$1,167,341 QoQ
Shares Held
4,092
-42.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026Portside Wealth Group, LLC holds $911,396 across 1 Insurance Brokers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
3,487 | $911,396 |
All Filings in AON
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,320,815 | 4,092 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $2,488,156 | 7,051 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,191,034 | 8,949 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $3,791,644 | 10,628 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,411,939 | 11,055 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $629,607 | 1,753 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $616,553 | 1,782 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $472,076 | 1,608 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $596,691 | 1,788 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $419,359 | 1,441 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $474,333 | 1,463 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $496,052 | 1,437 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||