Position in AON
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$628,884
+$339,674 QoQ
Shares Held
1,896
+111.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#694
of 1,247 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $983,391 across 2 Insurance Brokers names. AON ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
1,896 | $628,884 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,127 | $354,507 |
All Filings in AON
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,884 | 1,896 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $289,210 | 896 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||