Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,588,312
+$1,969,949 QoQ
Shares Held
16,848
+50.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#341
of 1,254 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MAI Capital Management holds $24,328,569 across 8 Insurance Brokers names. AON ranks #3 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
|
29,430 | $7,055,842 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
|
221,435 | $5,885,742 | |
| 3 | AON |
Aon plc
This page
|
16,848 | $5,588,312 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
18,518 | $3,086,395 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
9,379 | $2,153,137 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,233 | $322,269 | |
| 7 | BRO |
Brown & Brown, Inc.
|
3,554 | $227,988 | |
| 8 | SLQT |
SelectQuote, Inc.
|
10,565 | $8,884 |
All Filings in AON
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,588,312 | 16,848 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,618,363 | 11,210 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,187,212 | 9,032 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,139,330 | 8,804 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,882,264 | 8,079 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,462,105 | 8,675 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,174,256 | 8,838 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,097,994 | 8,954 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,788,422 | 9,498 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,369,570 | 10,097 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $749,085 | 2,574 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $576,138 | 1,777 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $591,672 | 1,714 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $458,431 | 1,454 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $477,222 | 1,590 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $293,317 | 1,095 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $919,069 | 3,408 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,120,167 | 3,440 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $864,711 | 2,877 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $763,291 | 2,671 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $625,551 | 2,620 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $575,965 | 2,503 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $497,329 | 2,354 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $468,713 | 2,272 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||