Position in AON
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$77,294,382
-$3,544,899 QoQ
Shares Held
233,032
-7.0% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#93
of 1,246 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Derivatives in AON
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$46,022,000
PutShares
200,000
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, 2026CITIGROUP INC holds $396,103,293 across 17 Insurance Brokers names. AON ranks #3 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
570,878 | $95,148,234 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
372,212 | $85,448,707 | |
| 3 | AON |
Aon plc
This page
|
233,032 | $77,294,382 | |
| 4 | BRO |
Brown & Brown, Inc.
|
861,844 | $55,287,291 | |
| 5 | ERIE |
Erie Indemnity Co
|
147,885 | $35,455,427 | |
| 6 | WTW |
Willis Towers Watson PLC
|
135,243 | $35,348,462 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
161,474 | $7,831,488 | |
| 8 | CRVL |
Corvel Corp
|
26,464 | $1,654,528 |
All Filings in AON
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,294,382 | 233,032 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $80,839,281 | 250,447 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $78,489,331 | 222,425 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $85,336,724 | 239,320 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $70,161,846 | 196,664 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $94,391,567 | 236,517 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $46,260,884 | 128,803 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $44,889,431 | 129,742 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $46,552,098 | 158,567 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $42,475,545 | 127,279 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $45,928,192 | 157,818 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $89,451,972 | 275,899 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $60,805,252 | 176,145 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $60,657,064 | 192,385 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $45,753,639 | 152,441 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $38,930,884 | 145,335 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $64,559,501 | 239,393 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $65,264,717 | 200,426 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $58,809,972 | 195,668 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $174,294,549 | 609,912 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $81,385,641 | 340,868 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $121,710,008 | 528,921 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $46,022,000 | 200,000 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $65,747,855 | 311,203 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $21,127 | 100 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $211,270 | 1,000 | Put | Defined | 2021-02-11 | |
| 2020-09-30 | $123,780 | 600 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $85,650,600 | 415,175 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $433,230 | 2,100 | Put | Defined | 2020-11-12 | |
| 2020-06-30 | $308,160 | 1,600 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $346,680 | 1,800 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $35,459,006 | 184,107 | Shares | Defined | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||