Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$337,328
-$87,773 QoQ
Shares Held
1,017
-22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#860
of 1,247 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, 2026Roehl & Yi Investment Advisors, LLC holds $337,328 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
|
1,017 | $337,328 |
All Filings in AON
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,328 | 1,017 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $425,101 | 1,317 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $404,047 | 1,145 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $474,251 | 1,330 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $483,409 | 1,355 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $545,955 | 1,368 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $356,645 | 993 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||