Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$262,698
-$165,308 QoQ
Shares Held
792
-40.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#932
of 1,246 holders
Holding Since
Mar 2025
6 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, 2026Quantum Portfolio Management LLC holds $305,614 across 2 Insurance Brokers names. AON ranks #1 (86.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
792 | $262,698 | |
| 2 | BRO |
Brown & Brown, Inc.
|
669 | $42,916 |
All Filings in AON
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,698 | 792 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $428,006 | 1,326 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $292,184 | 828 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $295,248 | 828 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $295,397 | 828 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $285,349 | 715 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||