Position in AON
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$237,888
-$22,184 QoQ
Shares Held
737
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $936,018 across 1 Insurance Brokers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
5,616 | $936,018 |
All Filings in AON
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $237,888 | 737 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $260,072 | 737 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||