Position in AON
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$337,660
+$2,292 QoQ
Shares Held
1,018
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#858
of 1,246 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $3,701,607 across 6 Insurance Brokers names. AON ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,992 | $1,165,356 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
3,587 | $823,467 | |
| 3 | BRO |
Brown & Brown, Inc.
|
10,861 | $696,733 | |
| 4 | ERIE |
Erie Indemnity Co
|
1,529 | $366,577 | |
| 5 | AON |
Aon plc
This page
|
1,018 | $337,660 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,193 | $311,814 |
All Filings in AON
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,660 | 1,018 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $335,368 | 1,039 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $312,298 | 885 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $775,204 | 2,174 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,512,662 | 4,240 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $783,812 | 1,964 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $232,735 | 648 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $227,661 | 658 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,974,846 | 10,133 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,656,236 | 10,956 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||