Position in AON
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,121,975
-$13,736,074 QoQ
Shares Held
40,653
-46.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 33.574397953410575.ToString("F0")%
Shared 4.550709664723391.ToString("F0")%
None 61.87489238186604.ToString("F0")%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $91,775,270 across 12 Insurance Brokers names. AON ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
222,682 | $38,624,192 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
93,146 | $20,173,560 | |
| 3 | AON |
Aon plc
This page
|
40,653 | $13,121,975 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
502,461 | $11,023,994 | |
| 5 | BRO |
Brown & Brown, Inc.
|
47,436 | $3,093,301 | |
| 6 | WTW |
Willis Towers Watson PLC
|
7,306 | $2,123,854 | |
| 7 | CRVL |
Corvel Corp
|
35,499 | $1,940,020 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
25,452 | $1,085,782 |
All Filings in AON
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||