Position in AON
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$49,090
-$12,883 QoQ
Shares Held
148
-22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,082
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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $350,576 across 8 Insurance Brokers names. AON ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,333 | $222,171 | |
| 2 | AON |
Aon plc
This page
|
148 | $49,090 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
146 | $33,517 | |
| 4 | WTW |
Willis Towers Watson PLC
|
115 | $30,057 | |
| 5 | BRO |
Brown & Brown, Inc.
|
150 | $9,622 | |
| 6 | ERIE |
Erie Indemnity Co
|
18 | $4,315 | |
| 7 | CRVL |
Corvel Corp
|
18 | $1,125 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
14 | $679 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,090 | 148 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $61,973 | 192 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $52,579 | 149 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $51,347 | 144 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $51,373 | 144 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $57,468 | 144 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $51,719 | 144 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $49,822 | 144 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $42,275 | 144 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $48,055 | 144 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $42,488 | 146 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $47,660 | 147 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $50,744 | 147 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $46,347 | 147 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $44,120 | 147 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $39,376 | 147 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $70,656 | 262 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $90,199 | 277 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $82,353 | 274 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $79,158 | 277 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $64,942 | 272 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $62,589 | 272 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $57,465 | 272 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $56,113 | 272 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $31,008 | 161 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||