Position in AON
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$15,587,439
+$7,046,686 QoQ
Shares Held
46,994
+94.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#213
of 1,247 holders
Holding Since
Jun 2020
24 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, 2026Swiss Life Asset Management Ltd holds $68,000,895 across 7 Insurance Brokers names. AON ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
158,021 | $26,337,359 | |
| 2 | AON |
Aon plc
This page
|
46,994 | $15,587,439 | |
| 3 | ERIE |
Erie Indemnity Co
|
39,732 | $9,525,747 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
33,659 | $7,727,096 | |
| 5 | WTW |
Willis Towers Watson PLC
|
23,927 | $6,253,799 | |
| 6 | BRO |
Brown & Brown, Inc.
|
35,638 | $2,286,177 | |
| 7 | CRVL |
Corvel Corp
|
4,531 | $283,278 |
All Filings in AON
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,587,439 | 46,994 | Principal | Defined | 2026-07-29 | |
| 2025-12-31 | $8,540,753 | 24,203 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $13,710,144 | 38,449 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $12,551,530 | 35,182 | Principal | Defined | 2025-12-02 | |
| 2025-03-31 | $7,672,105 | 19,224 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $5,529,267 | 15,395 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $3,065,124 | 8,859 | Shares | Defined | 2025-12-09 | |
| 2024-06-30 | $3,016,534 | 10,275 | Shares | Defined | 2025-12-09 | |
| 2024-03-31 | $2,317,351 | 6,944 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $8,571,702 | 29,454 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $8,089,613 | 24,951 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $10,809,592 | 31,314 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $10,412,766 | 33,026 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $9,598,776 | 31,981 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $9,832,703 | 36,707 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $9,679,893 | 35,894 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $15,629,262 | 47,997 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $13,160,319 | 43,786 | Shares | Defined | 2025-12-29 | |
| 2021-09-30 | $12,323,259 | 43,123 | Shares | Defined | 2025-12-29 | |
| 2021-06-30 | $10,810,574 | 45,278 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $12,032,911 | 52,292 | Shares | Defined | 2025-12-29 | |
| 2020-12-31 | $10,383,075 | 49,146 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $4,239,052 | 20,548 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $4,766,079 | 24,746 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||