Position in AON
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,647,022
-$201,428 QoQ
Shares Held
17,025
-6.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#338
of 1,247 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Sanctuary Advisors, LLC holds $33,468,505 across 6 Insurance Brokers names. AON ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
75,698 | $12,616,585 | |
| 2 | BRO |
Brown & Brown, Inc.
|
161,198 | $10,340,851 | |
| 3 | AON |
Aon plc
This page
|
17,025 | $5,647,022 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
17,311 | $3,974,086 | |
| 5 | WTW |
Willis Towers Watson PLC
|
2,336 | $610,560 | |
| 6 | CRVL |
Corvel Corp
|
4,469 | $279,401 |
All Filings in AON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,647,022 | 17,025 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,848,450 | 18,119 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,558,918 | 15,753 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,405,603 | 17,964 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $5,936,129 | 16,639 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $7,169,252 | 17,964 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $6,655,593 | 18,531 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,749,226 | 19,507 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $5,012,878 | 17,075 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||