Position in AON
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$29,757,236
+$631,506 QoQ
Shares Held
89,714
-0.6% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#168
of 1,254 holders
Holding Since
Sep 2021
20 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, 2026Summit Trail Advisors, LLC holds $62,583,882 across 7 Insurance Brokers names. AON ranks #1 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
89,714 | $29,757,236 | |
| 2 | ERIE |
Erie Indemnity Co
|
92,804 | $22,249,759 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
17,118 | $2,853,057 | |
| 4 | WTW |
Willis Towers Watson PLC
|
9,795 | $2,560,119 | |
| 5 | BRO |
Brown & Brown, Inc.
|
39,509 | $2,534,502 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
9,114 | $2,092,300 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
14,219 | $536,909 |
All Filings in AON
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,757,236 | 89,714 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||