Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$997,722
+$8,080 QoQ
Shares Held
3,008
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#594
of 1,247 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 84%
Shared 3%
None 12%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Pinnacle Financial Partners, Inc. holds $7,252,211 across 3 Insurance Brokers names. AON ranks #3 (13.8% of the industry book) .
All Filings in AON
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,722 | 3,008 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $989,642 | 3,066 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,162,033 | 3,293 | Shares | Defined | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||