Position in AON
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$932,380
+$34,301 QoQ
Shares Held
2,811
+10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#599
of 1,235 holders
Holding Since
Jun 2020
23 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, 2026Global Retirement Partners, LLC holds $104,146,735 across 11 Insurance Brokers names. AON ranks #3 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
441,225 | $101,292,023 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
8,069 | $1,344,860 | |
| 3 | AON |
Aon plc
This page
|
2,811 | $932,380 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,579 | $412,703 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,683 | $107,964 | |
| 6 | ERIE |
Erie Indemnity Co
|
119 | $28,530 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
486 | $23,571 | |
| 8 | CRD-A |
Crawford & Co
|
205 | $2,310 |
All Filings in AON
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $932,380 | 2,811 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $898,079 | 2,545 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $691,765 | 1,940 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $674,989 | 1,892 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $813,856 | 2,266 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $646,655 | 1,869 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $545,471 | 1,858 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $574,332 | 1,721 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $491,823 | 1,690 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $557,009 | 1,718 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $589,601 | 1,708 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $538,200 | 1,707 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $411,792 | 1,372 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $313,140 | 1,169 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $321,997 | 1,194 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $385,871 | 1,185 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $330,014 | 1,098 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $313,203 | 1,096 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $261,442 | 1,095 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $251,970 | 1,095 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $239,368 | 1,133 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $233,737 | 1,133 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $218,215 | 1,133 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||