Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$160,869
+$3,030 QoQ
Shares Held
485
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,034
of 1,247 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $1,371,956 across 7 Insurance Brokers names. AON ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
3,273 | $751,382 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,031 | $338,506 | |
| 3 | AON |
Aon plc
This page
|
485 | $160,869 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,472 | $94,428 | |
| 5 | WTW |
Willis Towers Watson PLC
|
98 | $25,614 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
20 | $970 | |
| 7 | CRVL |
Corvel Corp
|
3 | $187 |
All Filings in AON
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,869 | 485 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $157,839 | 489 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $147,856 | 419 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $68,106 | 191 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $62,433 | 175 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $68,244 | 171 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $59,261 | 165 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $55,358 | 160 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $60,477 | 206 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $67,411 | 202 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $75,083 | 258 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $79,758 | 246 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $83,883 | 243 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $75,669 | 240 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $72,033 | 240 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $67,235 | 251 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $67,689 | 251 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $82,954 | 276 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $90,303 | 316 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $79,507 | 333 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $31,985 | 139 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||