Position in AON
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$388,740
-$38,943 QoQ
Shares Held
1,172
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#809
of 1,247 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CAMBIENT FAMILY OFFICE, LLC holds $598,744 across 2 Insurance Brokers names. AON ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
1,172 | $388,740 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,260 | $210,004 |
All Filings in AON
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,740 | 1,172 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $427,683 | 1,325 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $405,459 | 1,149 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||