Position in AON
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$451,246
New position
Shares Held
1,398
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Optimize Financial Inc holds $451,246 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
|
1,398 | $451,246 |
All Filings in AON
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $451,246 | 1,398 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||