Position in AON
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$682,286
+$194,243 QoQ
Shares Held
2,057
+36.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#674
of 1,247 holders
Holding Since
Mar 2023
14 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, 2026PINNACLE ASSOCIATES LTD holds $3,207,951 across 3 Insurance Brokers names. AON ranks #3 (21.3% of the industry book) .
All Filings in AON
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,286 | 2,057 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $488,043 | 1,512 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $532,848 | 1,510 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $371,199 | 1,041 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $370,316 | 1,038 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $346,410 | 868 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $306,363 | 853 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $480,926 | 1,390 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $238,386 | 812 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $422,823 | 1,267 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $404,517 | 1,390 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $450,017 | 1,388 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $270,982 | 785 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $220,072 | 698 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||