Position in AON
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$787,432
+$441,090 QoQ
Shares Held
2,374
+121.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#639
of 1,246 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026LeClair Wealth Partners LLC holds $1,091,104 across 2 Insurance Brokers names. AON ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
2,374 | $787,432 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,822 | $303,672 |
All Filings in AON
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,432 | 2,374 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $346,342 | 1,073 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $839,501 | 2,379 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $848,303 | 2,379 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $848,732 | 2,379 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $949,834 | 2,380 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $854,800 | 2,380 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||