Position in AON
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,450,783
+$2,968,007 QoQ
Shares Held
46,582
+31.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#212
of 1,235 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 6%
Shared 94%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Derivatives in AON
reported options exposure · as of Sep 30, 2025CallValue
$71,316
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MARSHALL WACE, LLP holds $265,115,717 across 15 Insurance Brokers names. AON ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,043,399 | $173,903,310 | |
| 2 | GSHD |
Goosehead Insurance, Inc.
|
330,416 | $16,025,175 | |
| 3 | AON |
Aon plc
This page
|
46,582 | $15,450,783 | |
| 4 | CRVL |
Corvel Corp
|
221,883 | $13,872,123 | |
| 5 | ARX |
Accelerant Holdings
|
1,109,675 | $13,005,390 | |
| 6 | BRO |
Brown & Brown, Inc.
|
171,498 | $11,001,596 | |
| 7 | TWFG |
TWFG, Inc.
|
408,732 | $9,830,003 | |
| 8 | WTW |
Willis Towers Watson PLC
|
25,772 | $6,736,027 |
All Filings in AON
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,450,783 | 46,582 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $12,482,776 | 35,374 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $71,316 | 200 | Call | Other | 2025-11-13 | |
| 2025-09-30 | $12,445,354 | 34,902 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $86,199,994 | 241,619 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $12,144,707 | 30,431 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $81,341,837 | 226,478 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $6,844,720 | 19,783 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,259,845 | 14,510 | Shares | Other | 2024-08-14 | |
| 2022-12-31 | $5,077,468 | 16,917 | Shares | Other | 2023-02-14 | |
| 2021-12-31 | $24,418,396 | 81,243 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $370,929 | 1,298 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $83,994,335 | 351,794 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $79,364,708 | 344,899 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $3,164,418 | 16,430 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||