Position in AON
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$735,938
-$63,688 QoQ
Shares Held
2,280
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
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 Mar 31, 2026Arax Advisory Partners holds $3,147,051 across 11 Insurance Brokers names. AON ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
10,901 | $1,890,778 | |
| 2 | AON |
Aon plc
This page
|
2,280 | $735,938 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,372 | $297,147 | |
| 4 | ERIE |
Erie Indemnity Co
|
811 | $203,812 | |
| 5 | CRVL |
Corvel Corp
|
283 | $15,465 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
168 | $3,685 | |
| 7 | SLQT |
SelectQuote, Inc.
|
146 | $91 | |
| 8 | TWFG |
TWFG, Inc.
|
3 | $55 |
All Filings in AON
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $735,938 | 2,280 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $799,626 | 2,266 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $934,239 | 2,620 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $625,757 | 1,754 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $262,201 | 657 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $189,995 | 529 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $241,154 | 697 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $200,808 | 684 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $269,645 | 808 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $237,180 | 815 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $170,538 | 526 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $181,920 | 527 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $168,680 | 535 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $156,673 | 522 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $152,418 | 569 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $140,233 | 520 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $130,252 | 400 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $86,260 | 287 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $81,730 | 286 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $67,330 | 282 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $55,564 | 263 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $52,193 | 253 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||