Position in AON
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$489,573
+$107,726 QoQ
Shares Held
1,476
+24.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#755
of 1,247 holders
Holding Since
Jun 2022
17 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, 2026Blue Trust, Inc. holds $4,416,004 across 6 Insurance Brokers names. AON ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,142 | $2,357,046 | |
| 2 | WTW |
Willis Towers Watson PLC
|
1,968 | $514,376 | |
| 3 | AON |
Aon plc
This page
|
1,476 | $489,573 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
2,070 | $475,209 | |
| 5 | ERIE |
Erie Indemnity Co
|
1,857 | $445,215 | |
| 6 | BRO |
Brown & Brown, Inc.
|
2,098 | $134,585 |
All Filings in AON
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,573 | 1,476 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $381,847 | 1,183 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $362,407 | 1,027 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $472,111 | 1,324 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $287,548 | 806 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $357,185 | 895 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $283,735 | 790 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $397,195 | 1,148 | Shares | Other | 2024-10-17 | |
| 2024-06-30 | $436,845 | 1,488 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $182,210 | 546 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $29,246 | 543 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $145,898 | 450 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $142,914 | 419 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $176,246 | 559 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $180 | 671 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $133,131 | 497 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $125,670 | 466 | Shares | Other | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||