Position in AON
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$324,071
-$43,090,755 QoQ
Shares Held
1,004
-99.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Derivatives in AON
reported options exposure · as of Sep 30, 2024CallValue
$1,522,356
CallShares
4,400
PutValue
$0
PutShares
0
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 Mar 31, 2026Jefferies Financial Group Inc. holds $5,325,700 across 7 Insurance Brokers names. AON ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
9,707 | $2,102,342 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
|
48,258 | $1,058,780 | |
| 3 | ERIE |
Erie Indemnity Co
|
3,455 | $868,276 | |
| 4 | ARX |
Accelerant Holdings
|
39,178 | $523,418 | |
| 5 | CRVL |
Corvel Corp
|
6,638 | $362,766 | |
| 6 | AON |
Aon plc
This page
|
1,004 | $324,071 | |
| 7 | WTW |
Willis Towers Watson PLC
|
296 | $86,047 |
All Filings in AON
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,071 | 1,004 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $43,414,826 | 123,030 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $43,020,663 | 120,648 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $927,932 | 2,601 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $54,044,368 | 135,419 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,034,282 | 5,664 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $1,522,356 | 4,400 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $8,393,371 | 24,259 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,106,730 | 7,176 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $515,931 | 1,546 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,122,173 | 3,856 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $1,592,244 | 4,911 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $652,773 | 1,891 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,152,900 | 10,000 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $7,882,250 | 25,000 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $13,148,223 | 41,702 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $21,009,800 | 70,000 | Call | Defined | 2023-09-21 | |
| 2022-12-31 | $4,686,085 | 15,613 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||