Position in AON
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$354,908
-$77,294 QoQ
Shares Held
1,070
-20.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#844
of 1,247 holders
Holding Since
Mar 2026
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, 2026SPWM Advisors LLC holds $818,868 across 2 Insurance Brokers names. AON ranks #2 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
2,021 | $463,960 | |
| 2 | AON |
Aon plc
This page
|
1,070 | $354,908 |
All Filings in AON
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,908 | 1,070 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $432,202 | 1,339 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||