Position in AON
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,439,754
-$842,338 QoQ
Shares Held
23,049
-1.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 25.966419367434597.ToString("F0")%
Shared 0.ToString("F0")%
None 74.0335806325654.ToString("F0")%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $30,337,911 across 16 Insurance Brokers names. AON ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
52,199 | $9,053,915 | |
| 2 | AON |
Aon plc
This page
|
23,049 | $7,439,754 | |
| 3 | BRO |
Brown & Brown, Inc.
|
92,766 | $6,049,269 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
27,518 | $5,959,846 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,430 | $997,100 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,735 | $436,022 | |
| 7 | LIFE |
Ethos Technologies Inc.
|
23,250 | $259,702 | |
| 8 | ARX |
Accelerant Holdings
|
3,498 | $46,733 |
All Filings in AON
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,439,754 | 23,049 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,282,092 | 23,470 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,659,602 | 29,894 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,451,996 | 29,297 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $4,902,021 | 12,283 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $9,380,179 | 26,117 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $5,243,821 | 15,156 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,641,497 | 15,810 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,644,045 | 13,916 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,722,448 | 29,972 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,776,753 | 42,492 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $13,694,079 | 39,670 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $12,350,849 | 39,173 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,683,844 | 38,928 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $11,127,049 | 41,539 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,991,613 | 40,758 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $13,469,355 | 41,364 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $13,496,344 | 44,904 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $9,361,820 | 32,760 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $7,854,959 | 32,899 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $6,203,761 | 26,960 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,730,905 | 27,126 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,927,059 | 23,883 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,979,689 | 20,663 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||