Position in AON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$93,871,913
+$835,425 QoQ
Shares Held
283,011
-1.8% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#85
of 1,246 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $534,557,085 across 9 Insurance Brokers names. AON ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
933,387 | $243,959,355 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
613,768 | $102,296,709 | |
| 3 | AON |
Aon plc
This page
|
283,011 | $93,871,913 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
283,417 | $65,064,034 | |
| 5 | BRO |
Brown & Brown, Inc.
|
264,943 | $16,996,089 | |
| 6 | ERIE |
Erie Indemnity Co
|
37,496 | $8,989,664 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
63,266 | $3,068,400 | |
| 8 | CRVL |
Corvel Corp
|
3,628 | $226,821 |
All Filings in AON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,871,913 | 283,011 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $93,036,488 | 288,235 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $111,500,195 | 315,972 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $145,003,965 | 406,652 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $115,476,786 | 323,682 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $147,739,522 | 370,191 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $130,548,549 | 363,483 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $193,751,973 | 559,993 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $130,488,675 | 444,474 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $108,408,272 | 324,848 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $94,474,984 | 324,634 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $77,192,888 | 238,088 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $79,903,787 | 231,471 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $74,457,307 | 236,155 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $70,493,580 | 234,869 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $56,495,655 | 210,907 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $59,892,150 | 222,086 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $85,232,020 | 261,745 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $96,716,299 | 321,787 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $107,116,594 | 374,835 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $96,875,674 | 405,745 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $68,628,925 | 298,244 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $69,075,568 | 326,954 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $57,375,947 | 278,119 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $43,803,786 | 227,434 | Shares | Defined | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||