Position in AON
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$528,050
+$346,648 QoQ
Shares Held
1,592
+183.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#176
of 397 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, 2026IFP Advisors, Inc holds $2,398,711 across 13 Insurance Brokers names. AON ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,848 | $1,308,026 | |
| 2 | AON |
Aon plc
This page
|
1,592 | $528,050 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,440 | $330,580 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
2,811 | $74,716 | |
| 5 | CRVL |
Corvel Corp
|
973 | $60,831 | |
| 6 | BRO |
Brown & Brown, Inc.
|
681 | $43,686 | |
| 7 | WTW |
Willis Towers Watson PLC
|
164 | $42,864 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
70 | $3,395 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,050 | 1,592 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $181,402 | 562 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $164,089 | 465 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $128,725 | 361 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $35,676 | 100 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $118,529 | 297 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $108,825 | 303 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $140,471 | 406 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $136,514 | 465 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $167,527 | 502 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $129,503 | 445 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $264,563 | 816 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $274,779 | 796 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $250,970 | 796 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $559,460 | 1,864 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $575,116 | 2,147 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $453,601 | 1,682 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $547,709 | 1,682 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $326,408 | 1,086 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $329,492 | 1,153 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $286,034 | 1,198 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $282,575 | 1,228 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $257,115 | 1,217 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $169,372 | 821 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $77,425 | 402 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||