Position in AON
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,062,268
-$533,455 QoQ
Shares Held
3,291
-27.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Gibbs Wealth Management holds $1,854,318 across 3 Insurance Brokers names. AON ranks #1 (57.3% of the industry book) .
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,062,268 | 3,291 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,595,723 | 4,522 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $1,971,887 | 5,530 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $2,838,382 | 7,956 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,717,403 | 6,809 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $831,455 | 2,315 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $702,705 | 2,031 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $520,223 | 1,772 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $427,495 | 1,281 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||