Position in AON
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$33,651,276
+$16,523,925 QoQ
Shares Held
101,454
+91.2% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#157
of 1,254 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $61,212,179 across 9 Insurance Brokers names. AON ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
101,454 | $33,651,276 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
83,429 | $13,905,110 | |
| 3 | WTW |
Willis Towers Watson PLC
|
18,842 | $4,924,733 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
20,527 | $4,712,383 | |
| 5 | CRVL |
Corvel Corp
|
29,783 | $1,862,033 | |
| 6 | ERIE |
Erie Indemnity Co
|
5,303 | $1,271,394 | |
| 7 | TREE |
LendingTree, Inc.
|
13,457 | $596,010 | |
| 8 | SLQT |
SelectQuote, Inc.
|
216,933 | $182,440 |
All Filings in AON
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,651,276 | 101,454 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $17,127,351 | 53,062 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,650,208 | 27,347 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,364,182 | 12,239 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $439,528 | 1,232 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,908,526 | 14,805 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,921,406 | 8,134 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,546,653 | 13,141 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,541,975 | 15,471 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $5,081,887 | 15,228 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $4,376,067 | 15,037 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $4,987,151 | 15,382 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,102,055 | 14,780 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,078,590 | 12,936 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,830,685 | 12,763 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,071,087 | 15,198 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,362,396 | 8,760 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,986,342 | 6,100 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,491,078 | 4,961 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,338,832 | 4,685 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $961,724 | 4,028 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $740,033 | 3,216 | Shares | Sole | 2021-05-04 | |
| 2020-09-30 | $517,606 | 2,509 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $248,068 | 1,288 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||