Position in AON
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$75,169,577
-$7,120,278 QoQ
Shares Held
226,626
-11.1% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
2.92%
of 13F equity value
Holder Rank
#95
of 1,247 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 56%
Shared 4%
None 40%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Scharf Investments, LLC holds $132,569,891 across 2 Insurance Brokers names. AON ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
226,626 | $75,169,577 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
344,395 | $57,400,314 |
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,169,577 | 226,626 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $82,289,855 | 254,941 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $73,438,209 | 208,111 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $78,478,979 | 220,088 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $81,860,009 | 229,454 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $91,973,084 | 230,457 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $84,877,768 | 236,323 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $86,753,186 | 250,739 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $70,583,971 | 240,425 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||