STRATEGY ASSET MANAGERS LLC

Position in AON — Aon plc

CIK 1166716 PASADENA, CA

Position in AON

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,304,808

+$209,136 QoQ

Shares Held

22,023

+0.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#312

of 1,247 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

STRATEGY ASSET MANAGERS LLC holds $14,607,116 across 3 Insurance Brokers names. AON ranks #1 (50.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	22,023	$7,304,808
2	AJG	Arthur J. Gallagher & Co.	30,362	$6,970,204
3	BRO	Brown & Brown, Inc.	5,177	$332,104

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,304,808	22,023	+0.2%	Shares	Sole	2026-08-14
2026-03-31	$7,095,672	21,983	-2.3%	Shares	Sole	2026-05-12
2025-12-31	$7,944,034	22,512	+16.4%	Shares	Sole	2026-02-11
2025-09-30	$6,895,187	19,337	+1.0%	Shares	Sole	2025-11-04
2025-06-30	$6,832,310	19,151	+0.3%	Shares	Sole	2025-08-07
2025-03-31	$7,616,632	19,085	-0.5%	Shares	Sole	2025-05-09
2024-12-31	$6,886,893	19,175	+0.1%	Shares	Sole	2025-02-12
2024-09-30	$6,624,670	19,147	-21.5%	Shares	Sole	2024-11-08
2024-06-30	$7,157,773	24,381	+20.8%	Shares	Sole	2024-08-02
2024-03-31	$6,735,804	20,184	-10.2%	Shares	Sole	2024-04-25
2023-12-31	$6,538,637	22,468	-0.9%	Shares	Sole	2024-02-12
2023-09-30	$7,349,418	22,668	-7.0%	Shares	Sole	2023-11-13
2023-06-30	$8,416,321	24,381	+0.5%	Shares	Sole	2023-08-25
2023-03-31	$7,647,674	24,256	+7.8%	Shares	Sole	2023-05-02
2022-12-31	$6,751,049	22,493	-1.3%	Shares	Sole	2023-01-13
2022-09-30	$6,106,900	22,798	-16.5%	Shares	Sole	2022-10-11
2022-06-30	$7,363,342	27,304	+0.1%	Shares	Sole	2022-07-13
2022-03-31	$8,878,301	27,265	-0.2%	Shares	Sole	2022-04-11
2021-12-31	$8,208,293	27,310	-1.1%	Shares	Sole	2022-01-14
2021-09-30	$7,888,966	27,606	-11.3%	Shares	Sole	2021-12-14
2021-06-30	$7,427,107	31,107	-0.2%	Shares	Sole	2021-08-04
2021-03-31	$7,169,537	31,157	-2.1%	Shares	Sole	2021-05-12
2020-12-31	$6,726,625	31,839	-5.1%	Shares	Sole	2021-02-10
2020-09-30	$6,920,127	33,544	-9.4%	Shares	Sole	2020-11-03
2020-06-30	$7,130,052	37,020	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.