Position in AON
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$411,505,890
+$6,814,335 QoQ
Shares Held
1,240,634
-1.0% QoQ
Ownership
0.585%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#30
of 1,235 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 78%
Shared 12%
None 10%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,507,954,882 across 13 Insurance Brokers names. AON ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
1,240,634 | $411,505,890 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,022,672 | $337,118,740 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,005,711 | $262,862,682 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
826,025 | $189,630,556 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,660,686 | $106,533,005 | |
| 6 | CRVL |
Corvel Corp
|
1,136,109 | $71,029,532 | |
| 7 | ERIE |
Erie Indemnity Co
|
260,197 | $62,382,229 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,346,168 | $35,781,143 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,505,890 | 1,240,634 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $404,691,555 | 1,253,769 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $367,248,565 | 1,040,718 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $336,551,969 | 943,833 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $319,834,624 | 896,498 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $324,345,629 | 812,713 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $264,670,749 | 736,916 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $230,698,864 | 666,779 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $192,572,037 | 655,944 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $203,363,626 | 609,384 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $222,786,576 | 765,537 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $246,331,654 | 759,767 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $260,612,536 | 754,961 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $252,714,706 | 801,531 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $279,459,751 | 931,098 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $266,483,771 | 994,825 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $267,055,473 | 990,268 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $350,015,128 | 1,074,886 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $348,922,207 | 1,160,907 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $339,931,130 | 1,189,527 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $282,274,965 | 1,182,254 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $246,795,736 | 1,072,512 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $221,562,229 | 1,048,716 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $193,814,105 | 939,477 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $172,210,978 | 894,138 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||