Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,648,921
+$99,310 QoQ
Shares Held
11,001
+0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#383
of 1,247 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, 2026Wealthspire Retirement, LLC holds $4,078,597 across 2 Insurance Brokers names. AON ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
11,001 | $3,648,921 | |
| 2 | BRO |
Brown & Brown, Inc.
|
6,698 | $429,676 |
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,648,921 | 11,001 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,549,611 | 10,997 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,982,956 | 11,287 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,022,935 | 11,282 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $4,046,728 | 11,343 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,578,759 | 11,473 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,251,736 | 11,838 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,156,723 | 12,014 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $7,854,439 | 26,754 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||