Position in AON
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,134,138
-$278,614 QoQ
Shares Held
9,449
-10.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#412
of 1,246 holders
Holding Since
Jun 2020
25 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, 2026Steward Partners Investment Advisory, LLC holds $13,323,369 across 7 Insurance Brokers names. AON ranks #3 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
17,813 | $4,089,330 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
21,278 | $3,546,404 | |
| 3 | AON |
Aon plc
This page
|
9,449 | $3,134,138 | |
| 4 | BRO |
Brown & Brown, Inc.
|
25,976 | $1,666,360 | |
| 5 | CRVL |
Corvel Corp
|
7,438 | $465,023 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,604 | $419,237 | |
| 7 | ERIE |
Erie Indemnity Co
|
12 | $2,877 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,134,138 | 9,449 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,412,752 | 10,573 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $632,008 | 1,791 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $687,842 | 1,929 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $763,823 | 2,141 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $936,664 | 2,347 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $649,002 | 1,807 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $484,040 | 1,399 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $344,956 | 1,175 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $412,811 | 1,237 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $647,810 | 2,226 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $720,416 | 2,222 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $776,700 | 2,250 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $709,402 | 2,250 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $675,915 | 2,252 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $658,424 | 2,458 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $632,129 | 2,344 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $796,165 | 2,445 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $690,386 | 2,297 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $496,954 | 1,739 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $369,122 | 1,546 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $712,420 | 3,096 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $357,046 | 1,690 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $351,328 | 1,703 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $453,573 | 2,355 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||