Carlson Capital, L.P.

Position in AON — Aon plc

CIK 1056973 DALLAS, TX

Position in AON

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$298,521

-$56,537 QoQ

Shares Held

900

-18.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#893

of 1,247 holders

Holding Since

Jun 2022

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Carlson Capital, L.P. holds $1,273,193 across 4 Insurance Brokers names. AON ranks #4 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,500	$344,355
2	MRSH	Marsh & Mclennan Companies, Inc.	1,900	$316,673
3	WTW	Willis Towers Watson PLC	1,200	$313,644
4	AON	Aon plc This page	900	$298,521

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$298,521	900	-18.2%	Shares	Sole	2026-08-12
2026-03-31	$355,058	1,100	+83.3%	Shares	Sole	2026-05-28
2025-12-31	$211,728	600	0.0%	Shares	Sole	2026-02-03
2025-09-30	$213,948	600	-94.6%	Shares	Sole	2025-11-05
2022-09-30	$2,973,357	11,100	-32.7%	Shares	Sole	2022-11-14
2022-06-30	$4,449,720	16,500	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.