Position in AON
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,662,893
+$1,236,909 QoQ
Shares Held
14,058
+32.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#41
of 323 holders
Holding Since
Dec 2022
15 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, 2026Merit Financial Group, LLC holds $12,703,947 across 8 Insurance Brokers names. AON ranks #1 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
14,058 | $4,662,893 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
19,951 | $3,325,229 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
9,034 | $2,073,928 | |
| 4 | WTW |
Willis Towers Watson PLC
|
3,311 | $865,393 | |
| 5 | ERIE |
Erie Indemnity Co
|
3,301 | $791,412 | |
| 6 | BRO |
Brown & Brown, Inc.
|
11,099 | $711,997 | |
| 7 | CRVL |
Corvel Corp
|
4,124 | $257,831 | |
| 8 | SLQT |
SelectQuote, Inc.
|
18,151 | $15,264 |
All Filings in AON
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,662,893 | 14,058 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $3,425,984 | 10,614 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $2,871,028 | 8,136 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,285,676 | 6,410 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,158,754 | 6,051 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,680,168 | 4,210 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,235,151 | 3,439 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $490,267 | 1,417 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,850,141 | 6,302 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,168,178 | 6,497 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $222,339 | 764 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $227,278 | 701 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $388,350 | 1,125 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $370,465 | 1,175 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $348,162 | 1,160 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||