Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$111,752,330
-$6,290,250 QoQ
Shares Held
336,918
-7.9% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#78
of 1,235 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Derivatives in AON
reported options exposure · as of Jun 30, 2025CallValue
$3,460,572
CallShares
9,700
PutValue
$0
PutShares
0
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, 2026WELLS FARGO & COMPANY/MN holds $890,081,140 across 17 Insurance Brokers names. AON ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,510,228 | $418,379,697 | |
| 2 | BRO |
Brown & Brown, Inc.
|
2,641,788 | $169,470,698 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
546,230 | $125,398,019 | |
| 4 | AON |
Aon plc
This page
|
336,918 | $111,752,330 | |
| 5 | CRVL |
Corvel Corp
|
453,149 | $28,330,874 | |
| 6 | WTW |
Willis Towers Watson PLC
|
53,916 | $14,092,023 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
173,941 | $8,436,138 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
197,936 | $5,261,137 |
All Filings in AON
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,752,330 | 336,918 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $118,042,580 | 365,706 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $119,996,490 | 340,049 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $132,600,690 | 371,868 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,460,572 | 9,700 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $145,164,214 | 406,896 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $160,725,912 | 402,731 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $102,100,207 | 284,275 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $102,281,214 | 295,619 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $88,457,707 | 301,307 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $108,371,564 | 324,738 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $84,476,702 | 290,278 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $104,144,973 | 321,217 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $113,199,018 | 327,923 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $106,550,677 | 337,945 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $95,940,049 | 319,651 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $84,961,666 | 317,175 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $95,891,465 | 355,575 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $128,731,307 | 395,330 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $132,268,639 | 440,074 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $133,026,503 | 465,502 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $92,475,089 | 387,314 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $97,699,641 | 424,578 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $117,177,522 | 554,634 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $87,024,352 | 421,834 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $90,447,461 | 469,613 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||