Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$234,472,656
+$30,861,419 QoQ
Shares Held
706,903
+12.1% QoQ
Ownership
0.333%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#46
of 1,235 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 28%
Shared 1%
None 72%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $449,090,793 across 8 Insurance Brokers names. AON ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
706,903 | $234,472,656 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
771,225 | $177,050,123 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
143,558 | $23,926,811 | |
| 4 | WTW |
Willis Towers Watson PLC
|
26,793 | $7,002,886 | |
| 5 | ERIE |
Erie Indemnity Co
|
25,645 | $6,148,388 | |
| 6 | CRVL |
Corvel Corp
|
7,253 | $453,457 | |
| 7 | EHTH |
eHealth, Inc.
|
13,049 | $19,443 | |
| 8 | SLQT |
SelectQuote, Inc.
|
20,249 | $17,029 |
All Filings in AON
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,472,656 | 706,903 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $203,611,237 | 630,805 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $192,744,467 | 546,204 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39,263,380 | 110,111 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $35,693,481 | 100,049 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $50,219,091 | 125,834 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $35,396,654 | 98,554 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $6,534,173 | 132,499 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,998,591 | 102,182 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $290,670 | 871 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||