Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,985,502
-$7,745,463 QoQ
Shares Held
204,967
-12.6% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#103
of 1,252 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $474,958,870 across 14 Insurance Brokers names. AON ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,187,191 | $197,869,121 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
471,875 | $108,328,342 | |
| 3 | AON |
Aon plc
This page
|
204,967 | $67,985,502 | |
| 4 | WTW |
Willis Towers Watson PLC
|
171,556 | $44,839,590 | |
| 5 | BRO |
Brown & Brown, Inc.
|
519,257 | $33,310,335 | |
| 6 | CRVL |
Corvel Corp
|
271,516 | $16,975,179 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
38,761 | $1,879,908 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
44,575 | $1,184,803 |
All Filings in AON
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,985,502 | 204,967 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $75,730,965 | 234,621 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $87,036,087 | 246,645 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $92,848,794 | 260,387 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $89,914,222 | 252,030 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $108,581,213 | 272,072 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $86,435,085 | 240,659 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||