Position in AON
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$112,078,051
-$24,525,350 QoQ
Shares Held
337,900
-20.2% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#77
of 1,247 holders
Holding Since
Jun 2020
25 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 Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $536,056,941 across 11 Insurance Brokers names. AON ranks #3 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
833,230 | $191,284,611 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
998,086 | $166,350,993 | |
| 3 | AON |
Aon plc
This page
|
337,900 | $112,078,051 | |
| 4 | BRO |
Brown & Brown, Inc.
|
464,414 | $29,792,158 | |
| 5 | WTW |
Willis Towers Watson PLC
|
61,829 | $16,160,245 | |
| 6 | CRVL |
Corvel Corp
|
102,070 | $6,381,416 | |
| 7 | ERIE |
Erie Indemnity Co
|
19,282 | $4,622,859 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
144,486 | $3,840,437 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,078,051 | 337,900 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $136,603,401 | 423,209 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $121,500,818 | 344,312 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $147,442,620 | 413,491 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $152,868,449 | 428,491 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $184,044,344 | 461,160 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $132,372,009 | 368,560 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $129,798,148 | 375,150 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $105,384,944 | 358,965 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $123,343,245 | 369,601 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $103,092,088 | 354,244 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $127,238,193 | 392,444 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $84,642,694 | 245,199 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $79,646,668 | 252,614 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $74,147,185 | 247,042 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $65,133,929 | 243,155 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $62,281,786 | 230,947 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $76,257,335 | 234,184 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $61,736,226 | 205,404 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $57,485,493 | 201,160 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $49,173,338 | 205,953 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $47,656,701 | 207,104 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $34,114,823 | 161,475 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $55,470,975 | 268,885 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $37,843,396 | 196,487 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||