Position in AON
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$212,281
-$163,757 QoQ
Shares Held
640
-45.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#995
of 1,246 holders
Holding Since
Jun 2024
9 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, 2026Heritage Family Offices, LLP holds $212,281 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
640 | $212,281 |
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,281 | 640 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $376,038 | 1,165 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $721,639 | 2,045 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $822,986 | 2,308 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $810,915 | 2,273 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $907,131 | 2,273 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,059,881 | 2,951 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $874,662 | 2,528 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $728,371 | 2,481 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||