Position in AON
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$10,651
-$994 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $19,843 across 2 Insurance Brokers names. AON ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
33 | $10,651 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
53 | $9,192 |
All Filings in AON
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,651 | 33 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,645 | 33 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,767 | 33 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $11,773 | 33 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $13,169 | 33 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $11,852 | 33 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $11,417 | 33 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,688 | 33 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $11,012 | 33 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $9,603 | 33 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,699 | 33 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||