Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$130,730,637
-$63,116,182 QoQ
Shares Held
394,135
-34.4% QoQ
Ownership
0.186%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#65
of 1,235 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)
Derivatives in AON
reported options exposure · as of Dec 31, 2024CallValue
$17,958,000
CallShares
50,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BARCLAYS PLC holds $556,925,826 across 18 Insurance Brokers names. AON ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
982,810 | $163,804,940 | |
| 2 | AON |
Aon plc
This page
|
394,135 | $130,730,637 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
492,767 | $113,124,518 | |
| 4 | WTW |
Willis Towers Watson PLC
|
232,524 | $60,774,796 | |
| 5 | BRO |
Brown & Brown, Inc.
|
770,928 | $49,455,029 | |
| 6 | ERIE |
Erie Indemnity Co
|
143,828 | $34,482,761 | |
| 7 | CRD-A |
Crawford & Co
|
127,547 | $1,437,448 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
23,523 | $1,140,865 |
All Filings in AON
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,730,637 | 394,135 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $193,846,819 | 600,554 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $207,685,406 | 588,544 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $240,234,363 | 673,718 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $232,195,817 | 650,846 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $350,771,773 | 878,929 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $17,958,000 | 50,000 | Call | Sole | 2026-03-19 | |
| 2024-12-31 | $196,296,742 | 546,544 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $17,299,500 | 50,000 | Call | Sole | 2026-03-31 | |
| 2024-09-30 | $246,191,604 | 711,557 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $285,055,316 | 970,963 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $317,392,747 | 951,075 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $227,132,670 | 780,471 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $267,917,899 | 826,346 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $287,172,915 | 831,903 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $87,280,153 | 276,825 | Shares | Defined | 2026-03-30 | |
| 2022-12-31 | $197,616,677 | 658,415 | Shares | Defined | 2026-03-30 | |
| 2022-09-30 | $97,593,611 | 364,332 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $99,194,506 | 367,823 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $137,522,340 | 422,327 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||