Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,103,277
-$3,392,800 QoQ
Shares Held
30,460
-27.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#273
of 1,247 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $23,118,743 across 7 Insurance Brokers names. AON ranks #1 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
30,460 | $10,103,277 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
25,942 | $4,323,753 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
15,134 | $3,474,312 | |
| 4 | WTW |
Willis Towers Watson PLC
|
8,770 | $2,292,214 | |
| 5 | BRO |
Brown & Brown, Inc.
|
20,016 | $1,284,026 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
38,563 | $1,025,004 | |
| 7 | ERIE |
Erie Indemnity Co
|
2,570 | $616,157 |
All Filings in AON
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,103,277 | 30,460 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,496,077 | 41,812 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $15,287,467 | 43,322 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,528,609 | 51,962 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,708,489 | 60,849 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $25,659,491 | 64,295 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $23,001,324 | 64,042 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $24,019,663 | 69,423 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $22,216,079 | 75,673 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $27,261,586 | 81,690 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $22,870,679 | 78,588 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $28,138,729 | 86,789 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $30,785,626 | 89,182 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $27,322,716 | 86,659 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $22,053,987 | 73,479 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $12,310,233 | 45,956 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $12,096,766 | 44,856 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $14,755,272 | 45,313 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,667,364 | 45,473 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $15,882,239 | 55,577 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $13,269,564 | 55,577 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $11,973,083 | 52,032 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $265,777 | 1,258 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,976,319 | 43,511 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||