Position in AON
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,615,660
-$6,903,149 QoQ
Shares Held
4,871
-81.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#510
of 1,254 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $18,156,147 across 6 Insurance Brokers names. AON ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
84,280 | $14,046,945 | |
| 2 | AON |
Aon plc
This page
|
4,871 | $1,615,660 | |
| 3 | GSHD |
Goosehead Insurance, Inc.
|
27,086 | $1,313,670 | |
| 4 | BRO |
Brown & Brown, Inc.
|
8,748 | $561,183 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
1,566 | $359,505 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
6,864 | $259,184 |
All Filings in AON
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,615,660 | 4,871 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $8,518,809 | 26,392 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $11,628,100 | 32,952 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $15,698,434 | 44,025 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $18,070,249 | 50,651 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $20,203,930 | 50,625 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $4,499,196 | 12,527 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $4,637,994 | 13,405 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $3,869,676 | 13,181 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $4,031,002 | 12,079 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $3,769,581 | 12,953 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $4,189,245 | 12,921 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $4,455,150 | 12,906 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $4,035,080 | 12,798 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $3,588,172 | 11,955 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $2,574,766 | 9,612 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,529,058 | 9,378 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $3,284,629 | 10,087 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,838,487 | 9,444 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $2,257,581 | 7,900 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,162,522 | 4,869 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $261,174 | 1,135 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $242,326 | 1,147 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $229,198 | 1,111 | Shares | Other | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||