Position in AON
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$748,843
+$503,595 QoQ
Shares Held
2,320
+233.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Advisory Services Network, LLC holds $5,773,904 across 12 Insurance Brokers names. AON ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
35,199 | $2,295,322 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,008 | $1,042,082 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,222 | $914,396 | |
| 4 | AON |
Aon plc
This page
|
2,320 | $748,843 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
26,415 | $579,544 | |
| 6 | WTW |
Willis Towers Watson PLC
|
607 | $176,451 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
232 | $9,896 | |
| 8 | ERIE |
Erie Indemnity Co
|
15 | $3,769 |
All Filings in AON
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $748,843 | 2,320 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $245,248 | 695 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $320,917 | 900 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $302,527 | 848 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $301,705 | 756 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $900,954 | 2,604 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $764,479 | 2,604 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $598,024 | 1,792 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,251,966 | 4,302 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $583,269 | 1,799 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $672,449 | 1,948 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $622,066 | 1,973 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $641,396 | 2,137 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $567,615 | 2,119 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $569,293 | 2,111 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $396,075 | 1,386 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $266,454 | 1,116 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $390,494 | 1,697 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $372,256 | 1,762 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $118,827 | 576 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $104,304 | 632 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||