HM PAYSON & CO

Position in AON — Aon plc

CIK 928052 PORTLAND, ME

Position in AON

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$11,524,568

-$27,931,412 QoQ

Shares Held

34,745

-71.6% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#250

of 1,246 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Jun 30, 2026

HM PAYSON & CO holds $12,628,713 across 4 Insurance Brokers names. AON ranks #1 (91.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	34,745	$11,524,568
2	MRSH	Marsh & Mclennan Companies, Inc.	4,734	$789,015
3	AJG	Arthur J. Gallagher & Co.	1,291	$296,374
4	CRVL	Corvel Corp	300	$18,756

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,524,568	34,745	-71.6%	Shares	Sole	2026-07-17
2026-03-31	$39,455,980	122,238	-2.2%	Shares	Sole	2026-04-13
2025-12-31	$44,096,943	124,963	-6.1%	Shares	Sole	2026-02-12
2025-09-30	$47,432,627	133,021	-0.4%	Shares	Sole	2025-10-17
2025-06-30	$47,629,600	133,506	+3.0%	Shares	Sole	2025-10-17
2025-03-31	$51,744,412	129,656	+1.1%	Shares	Sole	2025-04-29
2024-12-31	$46,059,755	128,243	+0.7%	Shares	Sole	2025-02-07
2024-09-30	$44,077,741	127,396	-18.4%	Shares	Sole	2024-10-28
2024-06-30	$45,839,580	156,140	+5.7%	Shares	Sole	2024-08-13
2024-03-31	$49,277,762	147,662	-19.9%	Shares	Sole	2024-06-20
2023-12-31	$53,650,409	184,353	-1.2%	Shares	Sole	2024-02-13
2023-09-30	$60,468,001	186,503	+0.2%	Shares	Sole	2023-11-06
2023-06-30	$64,279,346	186,209	-3.5%	Shares	Sole	2023-07-17
2023-03-31	$60,864,211	193,042	+1.4%	Shares	Sole	2023-04-18
2022-12-31	$57,129,247	190,342	+7.3%	Shares	Sole	2023-02-06
2022-09-30	$47,524,691	177,417	+1.4%	Shares	Sole	2022-10-25
2022-06-30	$47,174,313	174,927	-4.3%	Shares	Sole	2022-08-15
2022-03-31	$59,497,811	182,716	-4.0%	Shares	Sole	2022-05-12
2021-12-31	$57,208,590	190,340	+4.7%	Shares	Sole	2022-02-15
2021-09-30	$51,975,561	181,879	+33.4%	Shares	Sole	2021-11-30
2021-06-30	$32,549,195	136,326	+279.5%	Shares	Sole	2021-08-17
2021-03-31	$8,267,161	35,927	+9716.1%	Shares	Sole	2021-06-15
2020-12-31	$77,324	366	-5.4%	Shares	Sole	2021-03-10
2020-09-30	$79,838	387	+5.7%	Shares	Sole	2020-12-21
2020-06-30	$70,491	366	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.