Position in AON
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,628
+$571 QoQ
Shares Held
23
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,159
of 1,246 holders
Holding Since
Dec 2025
2 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, 2026United Financial Planning Group LLC holds $7,628 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
|
23 | $7,628 |
All Filings in AON
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,628 | 23 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $7,057 | 20 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||