Position in AON
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$224,222
-$308,687 QoQ
Shares Held
676
-59.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#974
of 1,246 holders
Holding Since
Dec 2024
7 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, 2026BIRCH FINANCIAL GROUP, LLC holds $224,222 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
676 | $224,222 |
All Filings in AON
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,222 | 676 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $532,909 | 1,651 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $659,885 | 1,870 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $611,534 | 1,715 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $550,837 | 1,544 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $614,997 | 1,541 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $570,346 | 1,588 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||