Position in AON
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,817
-$31,289 QoQ
Shares Held
111
-47.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,090
of 1,247 holders
Holding Since
Jun 2025
5 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, 2026Boreal Capital Management LLC holds $247,356 across 4 Insurance Brokers names. AON ranks #3 (14.9% of the industry book) .
All Filings in AON
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,817 | 111 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $68,106 | 211 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $148,562 | 421 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $139,779 | 392 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $154,833 | 434 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||