Position in AON
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$25,983,467
+$21,282,753 QoQ
Shares Held
80,499
+504.3% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026ASSETMARK, INC holds $154,781,917 across 8 Insurance Brokers names. AON ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
628,686 | $109,045,586 | |
| 2 | AON |
Aon plc
This page
|
80,499 | $25,983,467 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
86,198 | $18,668,762 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
26,293 | $576,868 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,095 | $318,316 | |
| 6 | BRO |
Brown & Brown, Inc.
|
2,628 | $171,371 | |
| 7 | ERIE |
Erie Indemnity Co
|
67 | $16,837 | |
| 8 | CRVL |
Corvel Corp
|
13 | $710 |
All Filings in AON
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,983,467 | 80,499 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,700,714 | 13,321 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,501,822 | 12,625 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,011,766 | 11,245 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,844,833 | 9,634 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,211,608 | 8,942 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,783,143 | 8,044 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,183,648 | 7,438 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,235,256 | 6,698 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,730,113 | 5,945 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,639,580 | 5,057 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,583,777 | 4,588 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,317,596 | 4,179 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $773,460 | 2,577 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $694,586 | 2,593 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $613,791 | 2,276 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $603,392 | 1,853 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $410,264 | 1,365 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $114,593 | 401 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $79,268 | 332 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $62,820 | 273 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,086,477 | 28,809 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,957,118 | 28,876 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,789,962 | 24,870 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||