Position in AON
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$215,598
+$16,443 QoQ
Shares Held
650
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#277
of 397 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, 2026MassMutual Private Wealth & Trust, FSB holds $1,203,258 across 10 Insurance Brokers names. AON ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,761 | $460,175 | |
| 2 | AON |
Aon plc
This page
|
650 | $215,598 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
931 | $213,729 | |
| 4 | WTW |
Willis Towers Watson PLC
|
337 | $88,081 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,315 | $84,357 | |
| 6 | CRVL |
Corvel Corp
|
1,228 | $76,774 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
514 | $24,929 | |
| 8 | ERIE |
Erie Indemnity Co
|
91 | $21,817 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,598 | 650 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $199,155 | 617 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $210,316 | 596 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $234,629 | 658 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $256,867 | 720 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $315,680 | 791 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $213,700 | 595 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $185,450 | 536 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $146,496 | 499 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $160,185 | 480 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $167,045 | 574 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $191,289 | 590 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $173,635 | 503 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $155,122 | 492 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $77,436 | 258 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $42,323 | 158 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $28,855 | 107 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $35,819 | 110 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $19,235 | 64 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $19,146 | 67 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,951 | 71 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,212 | 27 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,478 | 7 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,601 | 32 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $7,511 | 39 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||