Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$356,235
-$72,739 QoQ
Shares Held
1,074
-19.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#841
of 1,247 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Empower Advisory Group, LLC holds $3,598,747 across 6 Insurance Brokers names. AON ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
3,932 | $1,027,706 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
3,405 | $781,685 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,663 | $610,512 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
22,806 | $606,183 | |
| 5 | AON |
Aon plc
This page
|
1,074 | $356,235 | |
| 6 | SLQT |
SelectQuote, Inc.
|
257,344 | $216,426 |
All Filings in AON
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,235 | 1,074 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $428,974 | 1,329 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $607,659 | 1,722 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $518,823 | 1,455 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $338,922 | 950 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $379,933 | 952 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $349,103 | 972 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $333,188 | 963 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $417,470 | 1,422 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $412,477 | 1,236 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $352,425 | 1,211 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $530,748 | 1,637 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $239,223 | 693 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $215,027 | 682 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||