Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$241,138
New position
Shares Held
727
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#954
of 1,247 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Flatrock Wealth Partners LLC holds $241,138 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
|
727 | $241,138 |
All Filings in AON
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,138 | 727 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||