Position in AON
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$57,714
+$1,551 QoQ
Shares Held
174
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,070
of 1,246 holders
Holding Since
Dec 2020
8 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, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $463,894 across 3 Insurance Brokers names. AON ranks #3 (12.4% of the industry book) .
All Filings in AON
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,714 | 174 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $56,163 | 174 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $61,401 | 174 | Shares | Sole | 2026-01-28 | |
| 2022-03-31 | $261,806 | 804 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $297,253 | 989 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $282,626 | 989 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $262,158 | 1,098 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $3,802 | 18 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||