Position in AON
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$345,289
+$17,991 QoQ
Shares Held
1,041
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#851
of 1,247 holders
Holding Since
Dec 2024
7 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, 2026Broadway Wealth Solutions, Inc. holds $1,339,642 across 2 Insurance Brokers names. AON ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
5,966 | $994,353 | |
| 2 | AON |
Aon plc
This page
|
1,041 | $345,289 |
All Filings in AON
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,289 | 1,041 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $327,298 | 1,014 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $307,711 | 872 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $300,953 | 844 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $280,770 | 787 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $307,299 | 770 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $299,898 | 835 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||