Position in AON
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,604
-$4,503 QoQ
Shares Held
38
-28.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,136
of 1,246 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SouthState Bank Corp holds $90,970 across 7 Insurance Brokers names. AON ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
274 | $45,667 | |
| 2 | CRVL |
Corvel Corp
|
300 | $18,756 | |
| 3 | AON |
Aon plc
This page
|
38 | $12,604 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
34 | $7,805 | |
| 5 | BRO |
Brown & Brown, Inc.
|
76 | $4,875 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3 | $784 | |
| 7 | ERIE |
Erie Indemnity Co
|
2 | $479 |
All Filings in AON
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,604 | 38 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $17,107 | 53 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $29,288 | 83 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $22,463 | 63 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $40,670 | 114 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $164,424 | 412 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,232 | 9 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $3,113 | 9 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $2,642 | 9 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $5,005 | 15 | Shares | Defined | 2024-05-06 | |
| 2022-06-30 | $16,180 | 60 | Shares | Defined | 2022-08-05 | |
| 2021-12-31 | $1,502 | 5 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||