Position in AON
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,321
+$62 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,208
of 1,246 holders
Holding Since
Dec 2024
7 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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $3,821 across 2 Insurance Brokers names. AON ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
7 | $2,321 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
9 | $1,500 |
All Filings in AON
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,321 | 7 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,259 | 7 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,470 | 7 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,496 | 7 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,497 | 7 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,793 | 7 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,514 | 7 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||