Position in AON
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,923,470
+$765,013 QoQ
Shares Held
5,799
+61.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#469
of 1,235 holders
Holding Since
Jun 2020
25 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, 2026Allworth Financial LP holds $4,564,282 across 12 Insurance Brokers names. AON ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
5,799 | $1,923,470 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,314 | $1,219,024 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
3,332 | $764,927 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,319 | $212,913 | |
| 5 | WTW |
Willis Towers Watson PLC
|
673 | $175,902 | |
| 6 | CRVL |
Corvel Corp
|
2,220 | $138,794 | |
| 7 | ERIE |
Erie Indemnity Co
|
402 | $96,379 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
241 | $11,688 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,923,470 | 5,799 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,158,457 | 3,589 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $915,723 | 2,595 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $816,568 | 2,290 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $752,050 | 2,108 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $867,222 | 2,173 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $761,419 | 2,120 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $732,114 | 2,116 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $615,636 | 2,097 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $615,045 | 1,843 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $356,499 | 1,225 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $405,274 | 1,250 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $482,589 | 1,398 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $438,252 | 1,390 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $382,377 | 1,274 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $328,676 | 1,227 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $314,177 | 1,165 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $364,705 | 1,120 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $330,014 | 1,098 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $269,481 | 943 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $12,176 | 51 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $11,505 | 50 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $10,563 | 50 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $10,315 | 50 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $9,630 | 50 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||