Position in AON
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$311,482
-$29,047 QoQ
Shares Held
965
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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 Mar 31, 2026SMITH CHAS P & ASSOCIATES PA CPAS holds $3,606,497 across 2 Insurance Brokers names. AON ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
|
150,183 | $3,295,015 | |
| 2 | AON |
Aon plc
This page
|
965 | $311,482 |
All Filings in AON
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $311,482 | 965 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $340,529 | 965 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $344,456 | 966 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $344,273 | 965 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $390,709 | 979 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $346,589 | 965 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $333,880 | 965 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $283,598 | 966 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $322,039 | 965 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $280,834 | 965 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $324,220 | 1,000 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $345,200 | 1,000 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $315,290 | 1,000 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $300,140 | 1,000 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $267,870 | 1,000 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $269,680 | 1,000 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $325,630 | 1,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $300,560 | 1,000 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $285,770 | 1,000 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $238,760 | 1,000 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $230,110 | 1,000 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $211,270 | 1,000 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $206,300 | 1,000 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||