Position in AON
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$10,470,660
+$6,428,067 QoQ
Shares Held
32,439
+183.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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 Mar 31, 2026Janney Montgomery Scott LLC holds $65,386,526 across 7 Insurance Brokers names. AON ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
185,581 | $32,189,024 | |
| 2 | AON |
Aon plc
This page
|
32,439 | $10,470,660 | |
| 3 | BRO |
Brown & Brown, Inc.
|
158,731 | $10,350,848 | |
| 4 | ERIE |
Erie Indemnity Co
|
26,667 | $6,701,683 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
22,462 | $4,864,819 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,468 | $426,747 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
8,972 | $382,745 |
All Filings in AON
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,470,660 | 32,439 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,042,593 | 11,456 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,120,638 | 11,556 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,094,891 | 11,478 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,481,780 | 11,230 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,891,139 | 10,834 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,996,184 | 11,550 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,684,362 | 15,956 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $15,154,892 | 45,412 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $12,983,856 | 44,615 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,411,012 | 13,605 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,748,916 | 13,757 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,146,694 | 13,152 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,820,181 | 12,728 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,246,315 | 12,119 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,094,307 | 11,474 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,832,339 | 11,769 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,805,690 | 12,662 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $12,212,951 | 42,737 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $9,816,378 | 41,114 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $8,734,285 | 37,957 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $9,031,792 | 42,750 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $7,465,378 | 36,187 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,607,247 | 8,345 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||