Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$663
+$18 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,237
of 1,246 holders
Holding Since
Dec 2025
3 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, 2026Investors Portfolio Services LLC holds $2,204 across 2 Insurance Brokers names. AON ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
|
58 | $1,541 | |
| 2 | AON |
Aon plc
This page
|
2 | $663 |
All Filings in AON
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663 | 2 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $645 | 2 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $705 | 2 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||