Position in AON
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$272,737,738
-$19,032,139 QoQ
Shares Held
822,267
-9.0% QoQ
Ownership
0.388%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#39
of 1,235 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Derivatives in AON
reported options exposure · as of Sep 30, 2025CallValue
$1,283,688
CallShares
3,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026UBS Group AG holds $1,404,409,759 across 20 Insurance Brokers names. AON ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,603,522 | $600,599,008 | |
| 2 | AON |
Aon plc
This page
|
822,267 | $272,737,738 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,064,498 | $244,376,803 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,691,851 | $108,532,239 | |
| 5 | WTW |
Willis Towers Watson PLC
|
277,095 | $72,424,319 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
1,641,349 | $43,627,056 | |
| 7 | ERIE |
Erie Indemnity Co
|
120,677 | $28,932,309 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
417,412 | $7,571,853 |
All Filings in AON
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,737,738 | 822,267 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $291,769,877 | 903,928 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $289,402,884 | 820,117 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,283,688 | 3,600 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $426,411,910 | 1,195,838 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $435,242,200 | 1,219,986 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $35,676 | 100 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $521,011,594 | 1,305,499 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $319,497,957 | 889,570 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $1,544,388 | 4,300 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $4,166,256 | 11,600 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $3,217,707 | 9,300 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $1,487,757 | 4,300 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $194,466,791 | 562,059 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,438,542 | 4,900 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $1,438,542 | 4,900 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $159,495,258 | 543,277 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,354,600 | 55,000 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $16,986,348 | 50,900 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $89,148,957 | 267,137 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $34,573,176 | 118,800 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $84,216,820 | 289,385 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $29,538,530 | 101,500 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $31,935,670 | 98,500 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $66,383,395 | 204,748 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $37,544,676 | 115,800 | Put | Defined | 2023-11-09 | |
| 2023-06-30 | $30,860,880 | 89,400 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $82,718,204 | 239,624 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $36,832,840 | 106,700 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $19,453,393 | 61,700 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $56,664,548 | 179,722 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $23,615,221 | 74,900 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $40,248,774 | 134,100 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $44,210,622 | 147,300 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $56,115,374 | 186,964 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $34,099,851 | 127,300 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $36,832,125 | 137,500 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $35,682,157 | 133,207 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $30,635,648 | 113,600 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $30,689,584 | 113,800 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $45,214,007 | 167,658 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $45,594,385 | 140,019 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $34,842,410 | 107,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $34,907,536 | 107,200 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $21,635,810 | 71,985 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $27,651,520 | 92,000 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $22,542,000 | 75,000 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $1,143,080 | 4,000 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $3,600,702 | 12,600 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $19,035,995 | 66,613 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||