Position in AON
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$27,861
+$2,685 QoQ
Shares Held
84
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,110
of 1,253 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $191,245 across 9 Insurance Brokers names. AON ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
340 | $78,053 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
304 | $50,667 | |
| 3 | AON |
Aon plc
This page
|
84 | $27,861 | |
| 4 | WTW |
Willis Towers Watson PLC
|
85 | $22,216 | |
| 5 | BRO |
Brown & Brown, Inc.
|
127 | $8,147 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
45 | $1,699 | |
| 7 | CRVL |
Corvel Corp
|
20 | $1,250 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
18 | $873 |
All Filings in AON
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,861 | 84 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $25,176 | 78 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $21,172 | 60 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $24,604 | 69 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,421 | 18 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,367 | 36 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,950 | 11 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,075 | 6 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $141,799 | 483 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,001 | 3 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $291 | 1 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $324 | 1 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,106 | 9 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $4,502 | 15 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||