Position in AON
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,503,832
-$19,078 QoQ
Shares Held
4,659
-8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $2,414,097 across 2 Insurance Brokers names. AON ranks #1 (62.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
4,659 | $1,503,832 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
5,248 | $910,265 |
All Filings in AON
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,503,832 | 4,659 | Shares | Sole | 2026-04-08 | |
| 2022-12-31 | $1,522,910 | 5,074 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,380,334 | 5,153 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,472,452 | 5,460 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $1,888,979 | 5,801 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,751,964 | 5,829 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $1,978,671 | 6,924 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $1,640,758 | 6,872 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,608,008 | 6,988 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $1,437,058 | 6,802 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,405,315 | 6,812 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,308,524 | 6,794 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||