Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$358,225
+$92,255 QoQ
Shares Held
1,080
+31.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#839
of 1,247 holders
Holding Since
Mar 2026
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, 2026TRB Wealth Management, LLC holds $358,225 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
|
1,080 | $358,225 |
All Filings in AON
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,225 | 1,080 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $265,970 | 824 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||