Position in AON
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$995
-$8,365 QoQ
Shares Held
3
-89.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,227
of 1,247 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $23,732 across 4 Insurance Brokers names. AON ranks #3 (4.2% of the industry book) .
All Filings in AON
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $995 | 3 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,360 | 29 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $12,486 | 35 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $25,940 | 65 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $14,724 | 41 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||