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Dynamic Financial Group

Position in AON — Aon plc

CIK 2061178 Cedar Falls, IA

Position in AON

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$252,747
+$6,789 QoQ
Shares Held
762
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#941
of 1,247 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, 2026

Dynamic Financial Group holds $252,747 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
762 $252,747

All Filings in AON

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $252,747 762
2026-03-31 $245,958 762
2025-12-31 $268,894 762
2025-09-30 $271,713 762
2025-06-30 $271,851 762
2025-03-31 $304,106 762
2024-12-31 $273,679 762