Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$128,015,091
-$17,857,259 QoQ
Shares Held
385,948
-14.6% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#68
of 1,235 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SEI INVESTMENTS CO holds $390,695,312 across 14 Insurance Brokers names. AON ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
385,948 | $128,015,091 | |
| 2 | WTW |
Willis Towers Watson PLC
|
364,301 | $95,217,351 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
311,535 | $71,519,089 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
396,087 | $66,015,819 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
446,679 | $11,872,726 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
119,264 | $5,784,304 | |
| 7 | BRO |
Brown & Brown, Inc.
|
71,268 | $4,571,842 | |
| 8 | CRVL |
Corvel Corp
|
66,581 | $4,162,643 |
All Filings in AON
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,015,091 | 385,948 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $145,872,350 | 451,925 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $162,959,983 | 461,800 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $132,347,519 | 371,158 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $144,476,739 | 404,969 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $167,259,017 | 419,101 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $107,992,946 | 300,682 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $82,626,909 | 238,813 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $69,068,511 | 235,263 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $75,626,291 | 226,616 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $77,786,153 | 267,288 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $95,066,490 | 293,216 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $78,641,737 | 227,815 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $82,310,867 | 261,064 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $60,874,094 | 202,819 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $62,465,676 | 233,194 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $57,854,989 | 214,532 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $52,856,586 | 162,321 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $45,400,189 | 151,052 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $40,517,327 | 141,783 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $32,345,294 | 135,472 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $42,644,905 | 185,324 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $60,703,997 | 287,329 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $66,804,890 | 323,824 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $63,580,726 | 330,118 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||