Position in AON
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,441,901
-$1,251,993 QoQ
Shares Held
7,362
-35.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#430
of 1,235 holders
Holding Since
Jun 2020
25 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, 2026Clearstead Advisors, LLC holds $8,349,125 across 13 Insurance Brokers names. AON ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
15,319 | $3,516,782 | |
| 2 | AON |
Aon plc
This page
|
7,362 | $2,441,901 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
9,900 | $1,650,033 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,496 | $652,379 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,107 | $71,014 | |
| 6 | ERIE |
Erie Indemnity Co
|
34 | $8,151 | |
| 7 | CRVL |
Corvel Corp
|
47 | $2,938 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
133 | $2,412 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,441,901 | 7,362 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,693,894 | 11,444 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,718,649 | 10,538 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,643,891 | 10,219 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,608,980 | 15,722 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,374,145 | 13,466 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,829,723 | 10,663 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,621,131 | 10,466 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,075,317 | 7,069 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,382,427 | 7,139 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,234,215 | 4,241 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,387,013 | 4,278 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,476,075 | 4,276 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $247,502 | 785 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $182,485 | 608 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $162,864 | 608 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $163,965 | 608 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $289,159 | 888 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $182,740 | 608 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $269,195 | 942 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $150,896 | 632 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $139,906 | 608 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $128,452 | 608 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $125,430 | 608 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $117,100 | 608 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||