Position in AON
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,257,195
+$185,944 QoQ
Shares Held
9,820
+3.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#403
of 1,246 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $15,373,600 across 6 Insurance Brokers names. AON ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
57,978 | $9,663,193 | |
| 2 | AON |
Aon plc
This page
|
9,820 | $3,257,195 | |
| 3 | BRO |
Brown & Brown, Inc.
|
18,878 | $1,211,023 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
26,734 | $710,589 | |
| 5 | ARX |
Accelerant Holdings
|
24,086 | $282,287 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
1,086 | $249,313 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,257,195 | 9,820 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,071,251 | 9,515 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,653,075 | 13,186 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,523,573 | 12,686 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,670,705 | 7,486 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $6,703,514 | 16,797 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,461,647 | 17,991 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $5,186,736 | 14,991 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,572,935 | 8,764 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,249,256 | 12,733 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,220,718 | 11,067 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $6,344,661 | 19,569 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $8,038,327 | 23,286 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $6,894,761 | 21,868 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $7,190,453 | 23,957 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $6,864,704 | 25,627 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,824,601 | 14,182 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $4,501,183 | 13,823 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $3,981,518 | 13,247 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $3,809,599 | 13,331 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $3,282,233 | 13,747 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,928,149 | 12,725 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,011,020 | 14,252 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $2,958,548 | 14,341 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $2,559,461 | 13,289 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||