STEPHENS INC /AR/

Position in AON — Aon plc

CIK 757657 LITTLE ROCK, AR

Position in AON

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$13,194,959

-$541,266 QoQ

Shares Held

39,781

-6.5% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#232

of 1,246 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

STEPHENS INC /AR/ holds $17,551,937 across 5 Insurance Brokers names. AON ranks #1 (75.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	39,781	$13,194,959
2	BRO	Brown & Brown, Inc.	36,693	$2,353,855
3	MRSH	Marsh & Mclennan Companies, Inc.	7,496	$1,249,358
4	WTW	Willis Towers Watson PLC	1,785	$466,545
5	ERIE	Erie Indemnity Co	1,198	$287,220

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,194,959	39,781	-6.5%	Shares	Defined	2026-07-29
2026-03-31	$13,736,225	42,556	+5.7%	Shares	Defined	2026-04-28
2025-12-31	$14,205,537	40,256	+0.1%	Shares	Defined	2026-02-05
2025-09-30	$14,342,360	40,222	-1.4%	Shares	Defined	2025-10-27
2025-06-30	$14,550,456	40,785	+8.0%	Shares	Defined	2025-07-29
2025-03-31	$15,068,042	37,756	+8.4%	Shares	Defined	2025-05-01
2024-12-31	$12,504,514	34,816	-1.1%	Shares	Defined	2025-01-28
2024-09-30	$12,180,923	35,206	-0.5%	Shares	Defined	2024-10-28
2024-06-30	$10,388,034	35,384	+11.6%	Shares	Defined	2024-08-06
2024-03-31	$10,582,261	31,710	+2.2%	Shares	Defined	2024-05-15
2023-12-31	$9,025,403	31,013	-12.8%	Shares	Defined	2024-02-13
2023-09-30	$11,533,478	35,573	-6.5%	Shares	Defined	2023-11-14
2023-06-30	$13,133,479	38,046	+4.9%	Shares	Defined	2023-08-14
2023-03-31	$11,431,784	36,258	+1.9%	Shares	Defined	2023-05-15
2022-12-31	$10,677,480	35,575	-7.1%	Shares	Defined	2023-02-14
2022-09-30	$10,260,492	38,304	-0.1%	Shares	Defined	2022-11-02
2022-06-30	$10,337,104	38,331	+2.7%	Shares	Defined	2022-08-03
2022-03-31	$12,154,465	37,326	+3.8%	Shares	Defined	2022-05-04
2021-12-31	$10,810,241	35,967	-0.9%	Shares	Defined	2022-03-07
2021-09-30	$10,374,594	36,304	-1.2%	Shares	Defined	2021-10-27
2021-06-30	$8,776,340	36,758	+34.0%	Shares	Defined	2021-08-12
2021-03-31	$6,310,306	27,423	-1.8%	Shares	Defined	2021-05-14
2020-12-31	$5,899,292	27,923	-1.4%	Shares	Defined	2021-02-10
2020-09-30	$5,843,241	28,324	-0.3%	Shares	Defined	2020-11-13
2020-06-30	$5,472,729	28,415	—	Shares	Defined	2020-08-24
No filing history on record for this holder in this stock.