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CAPTRUST FINANCIAL ADVISORS: AON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on AON, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 68,638 AON shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,638 shares
    Change vs previous 13F +30,156 shares

    0.03% of the 13F portfolio, value $22,766,397.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,482 shares
    Change vs previous 13F +7,291 shares

    0.02% of the 13F portfolio, value $12,421,470.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,191 shares
    Change vs previous 13F +5,701 shares

    0.02% of the 13F portfolio, value $11,006,733.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,490 shares
    Change vs previous 13F -758 shares

    0.02% of the 13F portfolio, value $9,089,053.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,248 shares
    Change vs previous 13F +1,913 shares

    0.02% of the 13F portfolio, value $9,364,394.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,335 shares
    Change vs previous 13F +2,416 shares

    0.02% of the 13F portfolio, value $9,711,726.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,919 shares
    Change vs previous 13F -1,137 shares

    0.02% of the 13F portfolio, value $7,872,564.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,056 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,976,974.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).