Position in AON
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$32,959,388
+$6,320,477 QoQ
Shares Held
102,111
+35.3% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 17.99708160727052.ToString("F0")%
Shared 0.ToString("F0")%
None 82.00291839272948.ToString("F0")%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $174,191,952 across 10 Insurance Brokers names. AON ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
420,824 | $72,991,922 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
166,145 | $35,983,684 | |
| 3 | AON |
Aon plc
This page
|
102,111 | $32,959,388 | |
| 4 | BRO |
Brown & Brown, Inc.
|
277,031 | $18,065,191 | |
| 5 | WTW |
Willis Towers Watson PLC
|
37,459 | $10,889,331 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
48,396 | $1,061,808 | |
| 7 | CRVL |
Corvel Corp
|
18,226 | $996,050 | |
| 8 | ERIE |
Erie Indemnity Co
|
3,740 | $939,899 |
All Filings in AON
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,959,388 | 102,111 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $26,638,911 | 75,490 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $25,098,953 | 70,388 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,840,133 | 61,218 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $27,095,417 | 67,893 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $24,575,523 | 68,425 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $21,716,062 | 62,765 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $18,233,960 | 62,109 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $15,967,167 | 47,846 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,028,965 | 44,770 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,737,209 | 51,623 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,646,367 | 56,913 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $16,448,048 | 52,168 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $16,608,847 | 55,337 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $14,641,774 | 54,660 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,614,525 | 50,484 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,476,207 | 44,456 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,353,390 | 34,447 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,562,059 | 36,960 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,485,769 | 35,541 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,691,886 | 33,427 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,204,940 | 34,103 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,921,841 | 28,705 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,778,963 | 30,005 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||