Position in AON
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,013,312
-$166,448 QoQ
Shares Held
3,055
-16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#590
of 1,246 holders
Holding Since
Sep 2023
12 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, 2026NBT BANK N A /NY holds $2,914,748 across 4 Insurance Brokers names. AON ranks #2 (34.8% of the industry book) .
All Filings in AON
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,013,312 | 3,055 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,179,760 | 3,655 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,485,624 | 4,210 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,504,410 | 4,219 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,517,656 | 4,254 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $1,454,283 | 3,644 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,340,743 | 3,733 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,308,879 | 3,783 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,045,437 | 3,561 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,447,676 | 4,338 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,194,637 | 4,105 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,330,922 | 4,105 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||