Position in AON
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$597,705
+$15,410 QoQ
Shares Held
1,802
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#705
of 1,246 holders
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Unique Wealth Strategies, LLC holds $1,411,301 across 2 Insurance Brokers names. AON ranks #2 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
3,544 | $813,596 | |
| 2 | AON |
Aon plc
This page
|
1,802 | $597,705 |
All Filings in AON
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,705 | 1,802 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $582,295 | 1,804 | Shares | Sole | 2026-07-15 | |
| 2024-06-30 | $15,559 | 53 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $621,036 | 2,134 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||