Position in AON
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$10,070,412
+$2,655,346 QoQ
Shares Held
31,199
+48.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $121,219,906 across 7 Insurance Brokers names. AON ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
269,560 | $46,755,181 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
92,123 | $19,951,998 | |
| 3 | CRD-A |
Crawford & Co
|
1,623,485 | $16,186,144 | |
| 4 | ERIE |
Erie Indemnity Co
|
60,707 | $15,256,275 | |
| 5 | BRO |
Brown & Brown, Inc.
|
180,172 | $11,749,015 | |
| 6 | AON |
Aon plc
This page
|
31,199 | $10,070,412 | |
| 7 | WTW |
Willis Towers Watson PLC
|
4,303 | $1,250,881 |
All Filings in AON
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,070,412 | 31,199 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $7,415,066 | 21,013 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $7,032,469 | 19,722 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $7,135,912 | 20,002 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $9,920,577 | 24,858 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $8,734,051 | 24,318 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $8,892,979 | 25,703 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,627,206 | 25,980 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $8,324,310 | 24,944 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $9,254,142 | 31,799 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $13,033,317 | 40,199 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $12,676,432 | 36,722 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $12,759,470 | 40,469 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $13,745,809 | 45,798 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $12,585,871 | 46,985 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $13,012,597 | 48,252 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $16,595,080 | 50,963 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $15,555,481 | 51,755 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $18,050,660 | 63,165 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $17,445,713 | 73,068 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $23,931,898 | 104,002 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $17,646,958 | 83,528 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $15,294,048 | 74,135 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $12,749,156 | 66,195 | Shares | Defined | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||