Position in AON
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$743,648
+$23,849 QoQ
Shares Held
2,242
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#655
of 1,247 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $1,016,820 across 2 Insurance Brokers names. AON ranks #1 (73.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
2,242 | $743,648 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,639 | $273,172 |
All Filings in AON
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $743,648 | 2,242 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $719,799 | 2,230 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $438,276 | 1,242 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $654,324 | 1,835 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $776,666 | 2,177 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $797,381 | 1,998 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $614,881 | 1,712 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $589,912 | 1,705 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $456,516 | 1,555 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $400,464 | 1,200 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $279,379 | 960 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $317,090 | 1,055 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||