Position in AON
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,766,538
+$10,345,319 QoQ
Shares Held
68,638
+78.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#183
of 1,252 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Derivatives in AON
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,487,675
PutShares
7,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $73,034,501 across 11 Insurance Brokers names. AON ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
416,244 | $26,702,052 | |
| 2 | AON |
Aon plc
This page
|
68,638 | $22,766,538 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
68,177 | $11,363,060 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
22,868 | $5,249,806 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
53,226 | $2,009,813 | |
| 6 | SLQT |
SelectQuote, Inc.
|
2,354,276 | $1,979,946 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
49,618 | $1,318,846 | |
| 8 | WTW |
Willis Towers Watson PLC
|
2,469 | $645,322 |
All Filings in AON
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,766,538 | 68,638 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $2,487,675 | 7,500 | Put | Sole | 2026-08-13 | |
| 2026-03-31 | $12,421,219 | 38,482 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $2,420,850 | 7,500 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $11,006,680 | 31,191 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,089,224 | 25,490 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $9,364,236 | 26,248 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $9,711,855 | 24,335 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,872,428 | 21,919 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,977,145 | 23,056 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,089,142 | 20,741 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,907,845 | 17,703 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,757,484 | 23,220 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,273,227 | 22,433 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,688,940 | 19,377 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,182,521 | 19,609 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,721,868 | 19,064 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,373,513 | 16,327 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $4,056,796 | 15,043 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $4,758,105 | 14,612 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,875,420 | 12,894 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,812,171 | 13,340 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,135,873 | 13,134 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,469,080 | 10,730 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,348,113 | 6,381 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,167,658 | 5,660 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $718,590 | 3,731 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $638,209 | 3,867 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||