Position in AON
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,460,901
-$163,757 QoQ
Shares Held
4,526
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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 Mar 31, 2026Parkside Financial Bank & Trust holds $2,209,826 across 9 Insurance Brokers names. AON ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
4,526 | $1,460,901 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,415 | $245,431 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
773 | $167,416 | |
| 4 | CRVL |
Corvel Corp
|
2,802 | $153,128 | |
| 5 | WTW |
Willis Towers Watson PLC
|
229 | $66,569 | |
| 6 | BRO |
Brown & Brown, Inc.
|
924 | $60,253 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
2,138 | $46,907 | |
| 8 | ERIE |
Erie Indemnity Co
|
35 | $8,795 |
All Filings in AON
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,460,901 | 4,526 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,624,658 | 4,604 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,635,632 | 4,587 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,006,416 | 8,427 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,820,648 | 4,562 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,654,290 | 4,606 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,552,456 | 4,487 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,320,522 | 4,498 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,503,074 | 4,504 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,331,415 | 4,575 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,483,954 | 4,577 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,593,097 | 4,615 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,450,649 | 4,601 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,444,573 | 4,813 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,241,041 | 4,633 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,246,730 | 4,623 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,616,752 | 4,965 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,482,361 | 4,932 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $1,408,273 | 4,928 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $1,181,144 | 4,947 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $1,136,743 | 4,940 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $1,123,533 | 5,318 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,107,830 | 5,370 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,032,335 | 5,360 | Shares | Defined | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||