Position in AON
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,751,036
-$1,504,818 QoQ
Shares Held
8,294
-37.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#69
of 397 holders
Holding Since
Mar 2021
22 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, 2026Atria Investments, Inc holds $21,127,381 across 8 Insurance Brokers names. AON ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
55,681 | $9,280,352 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
20,780 | $4,770,464 | |
| 3 | AON |
Aon plc
This page
|
8,294 | $2,751,036 | |
| 4 | BRO |
Brown & Brown, Inc.
|
27,275 | $1,749,691 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,737 | $976,739 | |
| 6 | CRVL |
Corvel Corp
|
14,380 | $899,037 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
8,935 | $433,347 | |
| 8 | CRD-A |
Crawford & Co
|
23,666 | $266,715 |
All Filings in AON
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,751,036 | 8,294 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,255,854 | 13,185 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,933,615 | 13,981 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,791,215 | 16,241 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,196,564 | 17,369 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,630,760 | 14,109 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,933,358 | 5,383 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,987,712 | 5,745 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,756,195 | 5,982 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,947,923 | 5,837 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,477,508 | 5,077 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,715,448 | 5,291 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,655,234 | 4,795 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,344,811 | 7,437 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,433,234 | 8,107 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,277,698 | 8,503 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,740,488 | 10,162 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,754,178 | 8,458 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,421,611 | 8,057 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,629,174 | 5,701 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,161,089 | 4,863 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,045,159 | 4,542 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||