Position in AON
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$497,866
-$28,910 QoQ
Shares Held
1,501
-8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#750
of 1,246 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, 2026Meriwether Wealth & Planning, LLC holds $497,866 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
|
1,501 | $497,866 |
All Filings in AON
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,866 | 1,501 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $526,776 | 1,632 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||