Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,644,022
+$887,407 QoQ
Shares Held
38,120
+4.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#238
of 1,235 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $55,577,932 across 7 Insurance Brokers names. AON ranks #3 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
124,760 | $20,793,749 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
82,024 | $18,830,249 | |
| 3 | AON |
Aon plc
This page
|
38,120 | $12,644,022 | |
| 4 | BRO |
Brown & Brown, Inc.
|
26,244 | $1,683,552 | |
| 5 | WTW |
Willis Towers Watson PLC
|
4,286 | $1,120,231 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,575 | $377,606 | |
| 7 | CRD-A |
Crawford & Co
|
11,404 | $128,523 |
All Filings in AON
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,644,022 | 38,120 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,756,615 | 36,423 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,702,082 | 27,494 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,685,425 | 27,162 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,421,678 | 20,803 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,677,134 | 24,248 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,334,927 | 25,991 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,707,362 | 19,386 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,677,543 | 19,339 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $6,490,186 | 19,448 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $1,592,170 | 5,471 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,558,420 | 7,891 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,802,678 | 8,119 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,364,044 | 7,498 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,027,445 | 6,755 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,103,624 | 4,120 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,151,533 | 4,270 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,439,935 | 4,422 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,375,963 | 4,578 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,332,259 | 4,662 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,232,956 | 5,164 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $956,107 | 4,155 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,135,576 | 5,375 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $302,642 | 1,467 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||