Position in AON
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,242,904
+$8,286,405 QoQ
Shares Held
51,985
+87.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#200
of 1,235 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $46,095,648 across 15 Insurance Brokers names. AON ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
51,985 | $17,242,904 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
82,402 | $13,733,941 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
41,630 | $9,556,999 | |
| 4 | BRO |
Brown & Brown, Inc.
|
29,196 | $1,872,923 | |
| 5 | WTW |
Willis Towers Watson PLC
|
6,379 | $1,667,279 | |
| 6 | CRVL |
Corvel Corp
|
19,046 | $1,190,755 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,340 | $321,265 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
5,272 | $255,692 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,242,904 | 51,985 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,956,499 | 27,748 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,953,085 | 16,870 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,643,741 | 13,023 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,907,237 | 8,149 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,326,016 | 8,334 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,504,943 | 12,543 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,499,688 | 10,115 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,021,458 | 13,698 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,195,702 | 9,576 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,133,121 | 10,766 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,219,180 | 9,929 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,164,448 | 9,167 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,873,868 | 9,115 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,701,260 | 9,000 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,839,999 | 6,869 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,768,291 | 6,557 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,105,523 | 6,466 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,808,770 | 6,018 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,627,460 | 5,695 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,150,345 | 4,818 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $968,763 | 4,210 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $734,374 | 3,476 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $752,376 | 3,647 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $716,857 | 3,722 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||