Position in AON
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$475,311
-$19,833 QoQ
Shares Held
1,433
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#764
of 1,247 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $3,371,724 across 3 Insurance Brokers names. AON ranks #3 (14.1% of the industry book) .
All Filings in AON
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,311 | 1,433 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $495,144 | 1,534 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $583,663 | 1,654 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $618,309 | 1,734 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $648,589 | 1,818 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,009,697 | 2,530 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,111,762 | 8,664 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,398,659 | 9,823 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,935,506 | 9,999 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,912,533 | 11,724 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,343,819 | 11,490 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,271,598 | 13,175 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||