Position in AON
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$147,270
-$3,145 QoQ
Shares Held
444
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,037
of 1,247 holders
Holding Since
Jun 2020
25 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, 2026Smithfield Trust Co holds $2,336,628 across 6 Insurance Brokers names. AON ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,576 | $1,096,021 | |
| 2 | ERIE |
Erie Indemnity Co
|
2,200 | $527,450 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
2,154 | $494,493 | |
| 4 | AON |
Aon plc
This page
|
444 | $147,270 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,007 | $64,599 | |
| 6 | WTW |
Willis Towers Watson PLC
|
26 | $6,795 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,270 | 444 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $150,415 | 466 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $164,442 | 466 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $166,166 | 466 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $166,250 | 466 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $198,746 | 498 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $178,861 | 498 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $172,303 | 498 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $146,202 | 498 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $177,539 | 532 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $144,927 | 498 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $161,461 | 498 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $179,503 | 520 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $163,950 | 520 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $156,072 | 520 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $139,292 | 520 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $140,232 | 520 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $169,326 | 520 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $188,150 | 626 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $178,891 | 626 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $149,463 | 626 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $144,048 | 626 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $136,056 | 644 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $124,605 | 604 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $106,700 | 554 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||