Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$42,227,450
-$5,910,343 QoQ
Shares Held
127,310
-14.6% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#134
of 1,252 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 4%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $488,885,260 across 9 Insurance Brokers names. AON ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,212,398 | $368,740,372 | |
| 2 | AON |
Aon plc
This page
|
127,310 | $42,227,450 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
174,924 | $40,157,299 | |
| 4 | BRO |
Brown & Brown, Inc.
|
374,725 | $24,038,606 | |
| 5 | WTW |
Willis Towers Watson PLC
|
19,326 | $5,051,234 | |
| 6 | ERIE |
Erie Indemnity Co
|
13,635 | $3,268,990 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
59,367 | $2,879,298 | |
| 8 | CRVL |
Corvel Corp
|
31,657 | $1,979,195 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,227,450 | 127,310 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||