AON

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “U.S. Large Cap Growth Strategy.” The letter can be downloaded here. SGA focuses on building high-conviction portfolios of quality growth businesses expected to achieve mid-teens earnings growth with less variability.

Aon has lagged behind the Dow over the past year, but analysts remain moderately optimistic about its future prospects.

Swiss Re estimates that AI data centers could generate $91 billion in insurance premiums through 2030, contributing to a $200 billion insurance market.

Aon plc (NYSE:AON) agreed to acquire USI Insurance Services for $17 billion in cash, subject to downward adjustments for specified leakage since June 30, 2026. The transaction extends its U.S. middle-market expansion after the $13 billion NFP acquisition in 2024. USI generates approximately $3 billion in annual revenue. Aon plc (NYSE:AON) expects the transaction to […]

Aon CEO Greg Case will speak at the KBW Insurance Conference in New York on September 10 at 1:35 PM ET.

Principal Financial’s acquisition of Beam Benefits expands its SMB reach and adds digital capabilities to support specialty benefits growth.

Rising employer healthcare costs could increase demand for Marsh’s consulting services and create growth opportunities for UnitedHealth and Centene.

Zacks notes that Willis Towers Watson, Arthur J. Gallagher, and Aon are finding new growth drivers as insurance pricing fades, with organic growth driven by volume, retention, and share gains.