Position in AON
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$127,036
-$18,536 QoQ
Shares Held
383
-15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,042
of 1,247 holders
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $5,897,351 across 5 Insurance Brokers names. AON ranks #4 (2.2% of the industry book) .
All Filings in AON
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,036 | 383 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $145,572 | 451 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $573,075 | 1,624 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $579,084 | 1,624 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $31,038 | 87 | Shares | Sole | 2025-08-06 | |
| 2022-06-30 | $214,934 | 797 | Shares | Other | 2022-07-21 | |
| 2022-03-31 | $260,503 | 800 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $269,001 | 895 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $246,332 | 862 | Shares | Other | 2021-10-26 | |
| 2021-06-30 | $205,810 | 862 | Shares | Other | 2021-07-26 | |
| 2020-12-31 | $211,480 | 1,001 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||