VALLEY NATIONAL ADVISERS INC

Position in AON — Aon plc

CIK 773411 BETHLEHEM, PA

Position in AON

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$40,466

+$22,714 QoQ

Shares Held

122

+121.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,086

of 1,246 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $70,685 across 5 Insurance Brokers names. AON ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	122	$40,466
2	AJG	Arthur J. Gallagher & Co.	118	$27,089
3	BRO	Brown & Brown, Inc.	35	$2,245
4	ERIE	Erie Indemnity Co	3	$719
5	MRSH	Marsh & Mclennan Companies, Inc.	1	$166

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,466	122	+121.8%	Shares	Sole	2026-07-29
2026-03-31	$17,752	55	+31.0%	Shares	Sole	2026-04-15
2025-12-31	$14,820	42	-2.3%	Shares	Sole	2026-01-23
2025-09-30	$15,332	43	0.0%	Shares	Sole	2025-10-17
2025-06-30	$15,340	43	-4.4%	Shares	Sole	2025-07-22
2025-03-31	$17,959	45	+7.1%	Shares	Sole	2025-04-25
2024-12-31	$15,084	42	0.0%	Shares	Sole	2025-01-24
2024-09-30	$14,531	42	-43.2%	Shares	Sole	2024-10-24
2024-06-30	$21,724	74	+15.6%	Shares	Sole	2024-07-18
2024-03-31	$21,358	64	-14.7%	Shares	Sole	2024-04-19
2023-12-31	$21,826	75	+87.5%	Shares	Sole	2024-01-25
2023-09-30	$12,968	40	0.0%	Shares	Sole	2023-11-13
2023-06-30	$13,808	40	0.0%	Shares	Sole	2023-07-31
2023-03-31	$12,611	40	0.0%	Shares	Sole	2023-04-26
2022-12-31	$12,005	40	0.0%	Shares	Sole	2023-01-12
2022-09-30	$10,714	40	0.0%	Shares	Sole	2022-11-08
2022-06-30	$10,787	40	0.0%	Shares	Sole	2022-07-15
2022-03-31	$13,025	40	-76.6%	Shares	Sole	2022-05-06
2021-12-31	$51,395	171	0.0%	Shares	Sole	2022-02-11
2021-09-30	$48,866	171	+327.5%	Shares	Sole	2021-11-10
2021-06-30	$9,550	40	0.0%	Shares	Sole	2021-08-02
2021-03-31	$9,204	40	0.0%	Shares	Sole	2021-05-07
2020-12-31	$8,450	40	0.0%	Shares	Sole	2021-02-11
2020-09-30	$8,252	40	0.0%	Shares	Sole	2020-11-13
2020-06-30	$7,704	40	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.