Position in AON
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$486,589
+$228,688 QoQ
Shares Held
1,467
+83.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#757
of 1,247 holders
Holding Since
Dec 2023
5 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, 2026Turtle Creek Wealth Advisors, LLC holds $1,203,325 across 3 Insurance Brokers names. AON ranks #2 (40.4% of the industry book) .
All Filings in AON
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,589 | 1,467 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $257,901 | 799 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $541,317 | 1,534 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $317,712 | 891 | Shares | Sole | 2025-10-29 | |
| 2023-12-31 | $43,361 | 149 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||