Position in AON
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,077,751
+$653,996 QoQ
Shares Held
9,279
+23.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#78
of 436 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $14,106,099 across 8 Insurance Brokers names. AON ranks #1 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
9,279 | $3,077,751 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
12,157 | $2,790,882 | |
| 3 | BWIN |
Baldwin Insurance Group, Inc.
|
103,226 | $2,743,747 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
16,262 | $2,710,387 | |
| 5 | BRO |
Brown & Brown, Inc.
|
22,415 | $1,437,922 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3,245 | $848,145 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,105 | $264,923 | |
| 8 | CRD-A |
Crawford & Co
|
20,616 | $232,342 |
All Filings in AON
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,077,751 | 9,279 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,423,755 | 7,509 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,060,466 | 5,839 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,595,189 | 7,278 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,622,542 | 7,351 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,092,548 | 7,749 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,908,217 | 5,313 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,815,063 | 5,246 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,692,195 | 5,764 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $996,154 | 2,985 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $740,936 | 2,546 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $894,847 | 2,760 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $681,079 | 1,973 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $576,350 | 1,828 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $525,545 | 1,751 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $357,874 | 1,336 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $264,825 | 982 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $245,525 | 754 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||