Position in AON
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,066,383
+$30,582 QoQ
Shares Held
3,215
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#581
of 1,247 holders
Holding Since
Jun 2022
17 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, 2026PRIVATE TRUST CO NA holds $1,978,927 across 6 Insurance Brokers names. AON ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
3,215 | $1,066,383 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,547 | $424,508 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,468 | $337,008 | |
| 4 | WTW |
Willis Towers Watson PLC
|
271 | $70,831 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,072 | $68,768 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
430 | $11,429 |
All Filings in AON
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,066,383 | 3,215 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,035,801 | 3,209 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $1,151,094 | 3,262 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $1,188,837 | 3,334 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $1,189,794 | 3,335 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $1,398,012 | 3,503 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $1,236,947 | 3,444 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $1,184,669 | 3,424 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $981,731 | 3,344 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $1,114,624 | 3,340 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $981,901 | 3,374 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $1,094,890 | 3,377 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $1,170,228 | 3,390 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $1,072,931 | 3,403 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $1,028,879 | 3,428 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $923,347 | 3,447 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $934,441 | 3,465 | Shares | Defined | 2022-09-16 | |
| No filing history on record for this holder in this stock. | ||||||