Position in AON
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$24,265,776
+$11,143,801 QoQ
Shares Held
73,158
+80.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#181
of 1,252 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 21%
Shared 2%
None 77%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $109,033,914 across 12 Insurance Brokers names. AON ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
304,876 | $50,813,682 | |
| 2 | AON |
Aon plc
This page
|
73,158 | $24,265,776 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
96,002 | $22,039,178 | |
| 4 | CRVL |
Corvel Corp
|
50,913 | $3,183,080 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
56,935 | $2,761,347 | |
| 6 | BRO |
Brown & Brown, Inc.
|
40,150 | $2,575,622 | |
| 7 | WTW |
Willis Towers Watson PLC
|
7,845 | $2,050,447 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,014 | $482,856 |
All Filings in AON
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,265,776 | 73,158 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $13,121,975 | 40,653 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $26,858,049 | 76,111 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $25,832,079 | 72,444 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $28,735,589 | 80,546 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $35,264,389 | 88,362 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $34,500,908 | 96,060 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $33,931,584 | 98,071 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $29,385,008 | 100,092 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $27,672,729 | 82,922 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $24,748,631 | 85,041 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $12,624,802 | 38,939 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $12,939,476 | 37,484 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $11,451,332 | 36,320 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $9,434,000 | 31,432 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||