Position in AON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$124,554,238
+$40,943,567 QoQ
Shares Held
375,514
+45.0% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#71
of 1,235 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $435,219,946 across 15 Insurance Brokers names. AON ranks #1 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
375,514 | $124,554,238 | |
| 2 | BRO |
Brown & Brown, Inc.
|
1,795,003 | $115,149,442 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
424,430 | $97,436,394 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
488,649 | $81,443,128 | |
| 5 | WTW |
Willis Towers Watson PLC
|
46,656 | $12,194,477 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
53,696 | $2,604,256 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
21,737 | $684,715 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
21,117 | $383,062 |
All Filings in AON
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,554,238 | 375,514 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $83,610,671 | 259,033 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,860,029 | 5,271 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,704,451 | 4,780 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,621,116 | 4,544 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,603,941 | 4,019 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $1,367,680 | 3,808 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,060,113 | 3,064 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $676,701 | 2,305 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,684 | 47 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,625 | 64 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,671 | 36 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,178 | 15 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,458 | 30 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $22,810 | 76 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,072 | 60 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $18,338 | 68 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $25,073 | 77 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $30,657 | 102 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $33,149 | 116 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $27,696 | 116 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,903 | 30 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $38,873 | 184 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||