Position in AON
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$805,343
-$1,116,811 QoQ
Shares Held
2,428
-59.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#636
of 1,247 holders
Holding Since
Jun 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, 2026OPPENHEIMER & CO INC holds $3,994,900 across 4 Insurance Brokers names. AON ranks #3 (20.2% of the industry book) .
All Filings in AON
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $805,343 | 2,428 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,922,154 | 5,955 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $987,005 | 2,797 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $917,123 | 2,572 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $940,419 | 2,636 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,111,864 | 2,786 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $867,730 | 2,416 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $282,327 | 816 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $233,689 | 796 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $255,629 | 766 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $219,138 | 753 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $277,856 | 857 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $317,238 | 919 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $284,391 | 902 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $224,804 | 749 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $201,438 | 752 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $228,149 | 846 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $260,829 | 801 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $275,312 | 916 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $251,763 | 881 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $199,603 | 836 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||