Position in AON
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$533,025
+$14,641 QoQ
Shares Held
1,607
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#733
of 1,247 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $598,673 across 7 Insurance Brokers names. AON ranks #1 (89.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
1,607 | $533,025 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
305 | $50,834 | |
| 3 | WTW |
Willis Towers Watson PLC
|
50 | $13,068 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3 | $688 | |
| 5 | CRVL |
Corvel Corp
|
10 | $625 | |
| 6 | ERIE |
Erie Indemnity Co
|
1 | $239 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
4 | $194 |
All Filings in AON
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,025 | 1,607 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $518,384 | 1,606 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $566,725 | 1,606 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $682,850 | 1,915 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $676,060 | 1,895 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $756,275 | 1,895 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $680,608 | 1,895 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $655,651 | 1,895 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $567,783 | 1,934 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $645,414 | 1,934 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $566,324 | 1,946 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $631,580 | 1,948 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $667,271 | 1,933 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $609,455 | 1,933 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $580,170 | 1,933 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $517,792 | 1,933 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $525,606 | 1,949 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $629,442 | 1,933 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $583,086 | 1,940 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $571,825 | 2,001 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $467,492 | 1,958 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $454,237 | 1,974 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $378,173 | 1,790 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $567,531 | 2,751 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $529,842 | 2,751 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $453,860 | 2,750 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||