Position in AON
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$15,402,688
+$6,164,079 QoQ
Shares Held
46,437
+62.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#26
of 436 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Derivatives in AON
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$234,864
PutShares
800
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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $51,224,284 across 11 Insurance Brokers names. AON ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
96,143 | $16,024,153 | |
| 2 | AON |
Aon plc
This page
|
46,437 | $15,402,688 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
49,438 | $11,349,481 | |
| 4 | BRO |
Brown & Brown, Inc.
|
41,422 | $2,657,221 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
94,048 | $2,499,795 | |
| 6 | CRVL |
Corvel Corp
|
22,199 | $1,387,881 | |
| 7 | WTW |
Willis Towers Watson PLC
|
4,132 | $1,079,980 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,214 | $530,806 |
All Filings in AON
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,402,688 | 46,437 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,238,609 | 28,622 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $11,526,472 | 32,664 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $26,191,157 | 73,451 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,669,623 | 27,104 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $18,081,969 | 45,308 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $10,085,931 | 28,082 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $9,648,969 | 27,888 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $16,494,205 | 56,183 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $234,864 | 800 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $300,348 | 900 | Put | Sole | 2024-04-15 | |
| 2024-03-31 | $20,194,064 | 60,512 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $17,983,289 | 61,794 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $552,938 | 1,900 | Put | Sole | 2024-01-30 | |
| 2023-09-30 | $20,996,811 | 64,761 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||