Position in AON
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$295,666
-$30,748 QoQ
Shares Held
916
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026POTOMAC FUND MANAGEMENT INC /ADV holds $1,505,979 across 1 Insurance Brokers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
6,560 | $1,505,979 |
All Filings in AON
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $295,666 | 916 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $326,414 | 925 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $260,659 | 731 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||