Position in AON
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,208,678
+$948,195 QoQ
Shares Held
3,644
+351.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#551
of 1,247 holders
Holding Since
Mar 2024
8 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, 2026Diversify Advisory Services, LLC holds $2,214,567 across 4 Insurance Brokers names. AON ranks #1 (54.6% of the industry book) .
All Filings in AON
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,208,678 | 3,644 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $260,483 | 807 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $846,559 | 2,399 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $937,448 | 2,629 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $975,381 | 2,734 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $858,442 | 2,151 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $288,046 | 802 | Shares | Sole | 2025-01-16 | |
| 2024-03-31 | $224,927 | 674 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||