Position in AON
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$797,382
+$16,578 QoQ
Shares Held
2,404
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#637
of 1,247 holders
Holding Since
Mar 2026
2 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, 2026CRUX WEALTH ADVISORS holds $1,461,068 across 2 Insurance Brokers names. AON ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
2,404 | $797,382 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,891 | $663,686 |
All Filings in AON
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,382 | 2,404 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $780,804 | 2,419 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||