Position in AON
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,055,240
+$231,913 QoQ
Shares Held
12,226
+3.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#373
of 1,252 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $47,747,961 across 11 Insurance Brokers names. AON ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
71,572 | $11,928,904 | |
| 2 | CRVL |
Corvel Corp
|
150,104 | $9,384,500 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
30,798 | $7,070,295 | |
| 4 | BRO |
Brown & Brown, Inc.
|
97,491 | $6,254,046 | |
| 5 | WTW |
Willis Towers Watson PLC
|
20,504 | $5,359,129 | |
| 6 | AON |
Aon plc
This page
|
12,226 | $4,055,240 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
129,339 | $3,437,830 | |
| 8 | ERIE |
Erie Indemnity Co
|
843 | $202,108 |
All Filings in AON
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,055,240 | 12,226 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,823,327 | 11,845 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,686,889 | 10,448 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $3,397,136 | 9,527 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,680,691 | 10,317 | Shares | Defined | 2025-08-08 | |
| 2024-06-30 | $3,192,387 | 10,874 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $4,933,713 | 14,784 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,758,466 | 16,351 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,473,157 | 16,881 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,730,620 | 13,704 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,001,975 | 12,693 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $3,511,936 | 11,701 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $2,883,084 | 10,763 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $2,789,029 | 10,342 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,450,049 | 10,595 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,636,437 | 15,426 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,309,696 | 15,081 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,865,119 | 12,000 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $2,519,703 | 10,950 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $1,186,492 | 5,616 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,141,869 | 5,535 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,051,595 | 5,460 | Shares | Defined | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||