Position in AON
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$29,125,730
-$1,231,830 QoQ
Shares Held
90,234
+4.9% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026Summit Trail Advisors, LLC holds $61,479,683 across 6 Insurance Brokers names. AON ranks #1 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
90,234 | $29,125,730 | |
| 2 | ERIE |
Erie Indemnity Co
|
92,363 | $23,211,745 | |
| 3 | WTW |
Willis Towers Watson PLC
|
9,530 | $2,770,371 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
15,674 | $2,718,655 | |
| 5 | BRO |
Brown & Brown, Inc.
|
33,487 | $2,183,687 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
6,785 | $1,469,495 |
All Filings in AON
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,125,730 | 90,234 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $30,357,560 | 86,028 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $40,044,290 | 112,301 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $40,804,425 | 114,375 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,450,644 | 111,380 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $40,608,784 | 113,066 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $50,603,805 | 146,258 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $66,093,958 | 225,131 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $722,837 | 2,166 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $555,266 | 1,908 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $735,330 | 2,268 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $738,728 | 2,140 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $622,697 | 1,975 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $651,603 | 2,171 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $545,651 | 2,037 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $501,335 | 1,859 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $546,732 | 1,679 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $312,582 | 1,040 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $264,337 | 925 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||