Position in AON
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$883,953
+$392,037 QoQ
Shares Held
2,665
+74.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#618
of 1,246 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SYM FINANCIAL Corp holds $1,115,124 across 2 Insurance Brokers names. AON ranks #1 (79.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
2,665 | $883,953 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,387 | $231,171 |
All Filings in AON
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $883,953 | 2,665 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $491,916 | 1,524 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $575,194 | 1,630 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $457,492 | 1,283 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $435,960 | 1,222 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $479,706 | 1,202 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $428,837 | 1,194 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $434,563 | 1,256 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $367,268 | 1,251 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $427,161 | 1,280 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $363,192 | 1,248 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $404,626 | 1,248 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $345,200 | 1,000 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $315,290 | 1,000 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $300,140 | 1,000 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $267,870 | 1,000 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $270,219 | 1,002 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||