Position in AON
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,852,202
-$2,508,851 QoQ
Shares Held
8,599
-48.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#423
of 1,247 holders
Holding Since
Sep 2025
4 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, 2026Berman McAleer LLC holds $2,852,202 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
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|
8,599 | $2,852,202 |
All Filings in AON
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,852,202 | 8,599 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,361,053 | 16,609 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,862,395 | 16,613 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,464,438 | 18,129 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||