Position in AON
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$526,131
-$86,468 QoQ
Shares Held
1,630
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026Annis Gardner Whiting Capital Advisors, LLC holds $38,377,656 across 6 Insurance Brokers names. AON ranks #2 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
|
1,717,538 | $37,682,783 | |
| 2 | AON |
Aon plc
This page
|
1,630 | $526,131 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
463 | $80,307 | |
| 4 | WTW |
Willis Towers Watson PLC
|
120 | $34,884 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
147 | $31,837 | |
| 6 | BRO |
Brown & Brown, Inc.
|
333 | $21,714 |
All Filings in AON
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $526,131 | 1,630 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $612,599 | 1,736 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $602,263 | 1,689 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $262,575 | 736 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $270,583 | 678 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $184,249 | 513 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $175,416 | 507 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $157,358 | 536 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $184,547 | 553 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $151,912 | 522 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $170,539 | 526 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||