Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,516,999
+$1,286,322 QoQ
Shares Held
16,633
+26.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#337
of 1,235 holders
Holding Since
Mar 2021
22 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, 2026Integrated Wealth Concepts LLC holds $10,064,233 across 14 Insurance Brokers names. AON ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
16,633 | $5,516,999 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
12,611 | $2,101,875 | |
| 3 | BRO |
Brown & Brown, Inc.
|
12,878 | $826,123 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3,498 | $803,035 | |
| 5 | CRVL |
Corvel Corp
|
5,314 | $332,231 | |
| 6 | WTW |
Willis Towers Watson PLC
|
912 | $238,369 | |
| 7 | ERIE |
Erie Indemnity Co
|
324 | $77,679 | |
| 8 | TWFG |
TWFG, Inc.
|
2,975 | $71,548 |
All Filings in AON
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,516,999 | 16,633 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,230,677 | 13,107 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,439,044 | 4,078 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,725,697 | 7,644 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,408,486 | 6,751 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,132,058 | 7,848 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,950,238 | 5,430 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,822,675 | 5,268 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,746,213 | 5,948 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,880,178 | 5,634 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,843,320 | 6,334 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,726,147 | 5,324 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,831,631 | 5,306 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,356,062 | 4,301 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $282,131 | 940 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $255,547 | 954 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $226,531 | 840 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $277,436 | 852 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $347,447 | 1,156 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $334,065 | 1,169 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $265,978 | 1,114 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $342,173 | 1,487 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||