Position in AON
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,234,640
+$524,580 QoQ
Shares Held
9,752
+16.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#409
of 1,247 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Derivatives in AON
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$431,197
PutShares
1,300
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, 2026Lido Advisors, LLC holds $17,819,839 across 6 Insurance Brokers names. AON ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
61,537 | $10,256,369 | |
| 2 | AON |
Aon plc
This page
|
9,752 | $3,234,640 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
8,416 | $1,932,060 | |
| 4 | BRO |
Brown & Brown, Inc.
|
20,341 | $1,304,874 | |
| 5 | ERIE |
Erie Indemnity Co
|
3,442 | $825,219 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
10,033 | $266,677 |
All Filings in AON
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,234,640 | 9,752 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $431,197 | 1,300 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $2,710,060 | 8,396 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,835,099 | 10,868 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $458,744 | 1,300 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $3,822,537 | 10,720 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $463,554 | 1,300 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $3,435,240 | 9,629 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $638,544 | 1,600 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $2,372,987 | 5,946 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,426,484 | 6,756 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $574,656 | 1,600 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $1,900,176 | 5,492 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $553,584 | 1,600 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $946,208 | 3,223 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,065,233 | 3,192 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $974,625 | 3,349 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,044,312 | 3,221 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,044,230 | 3,025 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $913,079 | 2,896 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $847,295 | 2,823 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $778,698 | 2,907 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,071,708 | 3,974 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,013,370 | 6,183 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $591,201 | 1,967 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $558,680 | 1,955 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $453,882 | 1,901 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $429,615 | 1,867 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $398,666 | 1,887 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $453,241 | 2,197 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $361,895 | 1,879 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||