Position in AON
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$585,432
-$749,263 QoQ
Shares Held
1,765
-57.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#712
of 1,247 holders
Holding Since
Dec 2021
19 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, 2026CX Institutional holds $11,628,255 across 6 Insurance Brokers names. AON ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
56,534 | $9,422,521 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,651 | $608,590 | |
| 3 | AON |
Aon plc
This page
|
1,765 | $585,432 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,500 | $392,055 | |
| 5 | BRO |
Brown & Brown, Inc.
|
6,053 | $388,299 | |
| 6 | ERIE |
Erie Indemnity Co
|
965 | $231,358 |
All Filings in AON
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,432 | 1,765 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,334,695 | 4,135 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,530,440 | 4,337 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,400,703 | 9,537 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,363,176 | 9,427 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,809,314 | 9,545 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,590,163 | 9,996 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,607,291 | 10,426 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $3,046,479 | 10,377 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $3,482,034 | 10,434 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,987,320 | 10,265 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,398,798 | 10,483 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,627,361 | 10,508 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,557,417 | 11,283 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,649,402 | 12,159 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,297,747 | 12,311 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,281,735 | 12,169 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,638,924 | 14,246 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,268,252 | 14,201 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||