D.A. DAVIDSON & CO.

Position in AON — Aon plc

CIK 1080107 GREAT FALLS, MT

Position in AON

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$646,795

+$17,374 QoQ

Shares Held

1,950

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#683

of 1,247 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $7,314,041 across 5 Insurance Brokers names. AON ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC	18,764	$4,904,346
2	AJG	Arthur J. Gallagher & Co.	3,049	$699,958
3	MRSH	Marsh & Mclennan Companies, Inc.	4,182	$697,013
4	AON	Aon plc This page	1,950	$646,795
5	CRVL	Corvel Corp	5,853	$365,929

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$646,795	1,950	0.0%	Shares	Sole	2026-07-24
2026-03-31	$629,421	1,950	-13.3%	Shares	Sole	2026-05-05
2025-12-31	$793,274	2,248	+0.7%	Shares	Sole	2026-01-29
2025-09-30	$796,243	2,233	-0.2%	Shares	Sole	2025-10-22
2025-06-30	$798,428	2,238	-3.8%	Shares	Sole	2025-07-30
2025-03-31	$928,682	2,327	+4.4%	Shares	Sole	2025-04-28
2024-12-31	$800,208	2,228	-6.0%	Shares	Sole	2025-01-31
2024-09-30	$820,342	2,371	+0.3%	Shares	Sole	2024-11-13
2024-06-30	$693,729	2,363	-6.8%	Shares	Sole	2024-08-01
2024-03-31	$846,313	2,536	-1.9%	Shares	Sole	2024-05-13
2023-12-31	$751,995	2,584	0.0%	Shares	Sole	2024-02-09
2023-09-30	$837,784	2,584	+4.7%	Shares	Sole	2023-11-08
2023-06-30	$851,953	2,468	+3.3%	Shares	Sole	2023-08-11
2023-03-31	$753,227	2,389	-2.9%	Shares	Sole	2023-04-25
2022-12-31	$738,644	2,461	-0.9%	Shares	Sole	2023-02-03
2022-09-30	$665,389	2,484	+0.5%	Shares	Sole	2022-11-07
2022-06-30	$666,648	2,472	-15.9%	Shares	Sole	2022-07-28
2022-03-31	$956,700	2,938	-10.5%	Shares	Sole	2022-05-12
2021-12-31	$986,437	3,282	-0.5%	Shares	Sole	2022-01-31
2021-09-30	$943,041	3,300	-0.8%	Shares	Sole	2021-11-15
2021-06-30	$794,115	3,326	0.0%	Shares	Sole	2021-08-10
2021-03-31	$765,345	3,326	-1.7%	Shares	Sole	2021-05-07
2020-12-31	$714,726	3,383	0.0%	Shares	Sole	2021-02-10
2020-09-30	$697,912	3,383	+24.2%	Shares	Sole	2020-11-02
2020-06-30	$524,449	2,723	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.