Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$538,986,295
+$28,128,848 QoQ
Shares Held
1,624,970
+2.7% QoQ
Ownership
0.766%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#25
of 1,235 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Derivatives in AON
reported options exposure · as of Sep 30, 2025CallValue
$356,580
CallShares
1,000
PutValue
$1,854,216
PutShares
5,200
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, 2026BANK OF AMERICA CORP /DE/ holds $2,025,350,929 across 16 Insurance Brokers names. AON ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,455,003 | $575,845,344 | |
| 2 | AON |
Aon plc
This page
|
1,624,970 | $538,986,295 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,540,997 | $353,766,679 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,554,971 | $228,051,387 | |
| 5 | ERIE |
Erie Indemnity Co
|
526,267 | $126,172,512 | |
| 6 | WTW |
Willis Towers Watson PLC
|
453,976 | $118,655,705 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,184,085 | $31,472,976 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
426,003 | $20,661,144 |
All Filings in AON
Export CSV
40 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,986,295 | 1,624,970 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $510,857,447 | 1,582,680 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $480,124,290 | 1,360,588 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $356,580 | 1,000 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $511,826,013 | 1,435,375 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $1,854,216 | 5,200 | Put | Defined | 2026-02-03 | |
| 2025-06-30 | $508,021,955 | 1,423,988 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $1,248,660 | 3,500 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $14,698,512 | 41,200 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $6,664,803 | 16,700 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $746,210,097 | 1,869,779 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $33,683,196 | 84,400 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $199,513,380 | 555,500 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $576,962,164 | 1,606,421 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $101,175,372 | 281,700 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $586,763,745 | 1,695,898 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $82,968,402 | 239,800 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $518,838,058 | 1,767,280 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $322,938 | 1,100 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $191,061,864 | 650,800 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $618,065,789 | 1,852,049 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $467,781,762 | 1,607,387 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $694,337,552 | 2,141,563 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $742,770,978 | 2,151,712 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,486,046 | 17,400 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $3,468,190 | 11,000 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $780,728,977 | 2,476,225 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,222,436 | 17,400 | Call | Defined | 2023-02-10 | |
| 2022-12-31 | $3,301,540 | 11,000 | Put | Defined | 2023-02-10 | |
| 2022-12-31 | $690,449,556 | 2,300,425 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $633,841,758 | 2,366,229 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $625,168,936 | 2,318,188 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $747,159,334 | 2,294,504 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $739,057,199 | 2,458,934 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $796,306,103 | 2,786,528 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $706,663,938 | 2,959,725 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $662,387,510 | 2,878,569 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $562,993,561 | 2,664,806 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $587,996,669 | 2,850,202 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $510,363,802 | 2,649,864 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||