Position in AON
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$48,137,793
-$2,829,367 QoQ
Shares Held
149,135
+3.3% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 96.14577396318772.ToString("F0")%
Shared 0.15087001709860193.ToString("F0")%
None 3.703356019713682.ToString("F0")%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $523,019,891 across 9 Insurance Brokers names. AON ranks #2 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,307,361 | $400,211,762 | |
| 2 | AON |
Aon plc
This page
|
149,135 | $48,137,793 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
174,354 | $37,761,586 | |
| 4 | BRO |
Brown & Brown, Inc.
|
357,354 | $23,303,051 | |
| 5 | WTW |
Willis Towers Watson PLC
|
17,174 | $4,992,480 | |
| 6 | ERIE |
Erie Indemnity Co
|
13,835 | $3,476,873 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
53,811 | $2,295,576 | |
| 8 | CRVL |
Corvel Corp
|
41,289 | $2,256,443 |
All Filings in AON
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,137,793 | 149,135 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $50,967,160 | 144,432 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $51,195,614 | 143,574 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $51,485,460 | 144,314 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $57,503,678 | 144,087 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $53,631,923 | 149,326 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $53,113,268 | 153,511 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $41,379,219 | 140,947 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $51,618,472 | 154,676 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $57,184,554 | 196,497 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $63,236,840 | 195,043 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $67,212,854 | 194,707 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $62,663,254 | 198,748 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $54,707,115 | 182,272 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $48,848,236 | 182,358 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $49,332,559 | 182,930 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $60,238,617 | 184,991 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $51,674,978 | 171,929 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $49,314,756 | 172,568 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $42,116,306 | 176,396 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $38,289,841 | 166,398 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $31,630,708 | 149,717 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $29,532,875 | 143,155 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $20,701,995 | 107,487 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||