Position in AON
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,829,437
-$5,998,320 QoQ
Shares Held
38,679
-33.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#233
of 1,246 holders
Holding Since
Jun 2020
25 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 Jun 30, 2026XPONANCE LLC holds $46,546,793 across 7 Insurance Brokers names. AON ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
87,288 | $14,548,290 | |
| 2 | AON |
Aon plc
This page
|
38,679 | $12,829,437 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
45,526 | $10,451,403 | |
| 4 | WTW |
Willis Towers Watson PLC
|
17,232 | $4,503,927 | |
| 5 | BRO |
Brown & Brown, Inc.
|
52,486 | $3,366,976 | |
| 6 | ERIE |
Erie Indemnity Co
|
2,460 | $589,785 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
9,668 | $256,975 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,829,437 | 38,679 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $18,827,757 | 58,330 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $19,260,896 | 54,582 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,029,754 | 50,563 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,313,204 | 51,332 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,909,643 | 29,842 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $10,655,558 | 29,668 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,957,592 | 28,780 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,504,879 | 35,782 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,077,310 | 42,183 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,886,531 | 33,972 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $8,109,714 | 25,013 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,403,548 | 24,344 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $13,933,295 | 44,192 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $13,057,590 | 43,505 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $10,730,336 | 40,058 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $9,996,767 | 37,069 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $9,029,719 | 27,730 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $8,191,762 | 27,255 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $7,100,527 | 24,847 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $6,173,139 | 25,855 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,658,290 | 33,281 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $7,070,361 | 33,466 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,869,171 | 33,297 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $6,374,097 | 33,095 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||