COLDSTREAM CAPITAL MANAGEMENT INC

Position in AON — Aon plc

CIK 1082339 BELLEVUE, WA

Position in AON

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,665,747

+$56,044 QoQ

Shares Held

5,022

+0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#497

of 1,247 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Financial Services · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $9,735,428 across 5 Insurance Brokers names. AON ranks #4 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	14,006	$3,215,357
2	BRO	Brown & Brown, Inc.	40,842	$2,620,014
3	MRSH	Marsh & Mclennan Companies, Inc.	10,931	$1,821,869
4	AON	Aon plc This page	5,022	$1,665,747
5	WTW	Willis Towers Watson PLC	1,578	$412,441

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,665,747	5,022	+0.7%	Shares	Sole	2026-08-14
2026-03-31	$1,609,703	4,987	-13.8%	Shares	Sole	2026-05-08
2025-12-31	$2,041,057	5,784	-7.0%	Shares	Sole	2026-02-09
2025-09-30	$2,217,571	6,219	-2.3%	Shares	Sole	2025-11-19
2025-06-30	$2,271,490	6,367	+7.8%	Shares	Sole	2025-08-12
2025-03-31	$2,357,025	5,906	+0.2%	Shares	Sole	2025-05-13
2024-12-31	$2,116,889	5,894	+4.2%	Shares	Sole	2025-02-14
2024-09-30	$1,956,919	5,656	+6.2%	Shares	Sole	2024-11-18
2024-06-30	$1,563,900	5,327	-7.8%	Shares	Sole	2024-08-07
2024-03-31	$1,928,901	5,780	+6.9%	Shares	Sole	2024-05-14
2023-12-31	$1,574,127	5,409	+44.7%	Shares	Sole	2024-02-09
2023-09-30	$1,212,258	3,739	-1.6%	Shares	Sole	2023-11-02
2023-06-30	$1,311,069	3,798	+0.3%	Shares	Sole	2023-08-03
2023-03-31	$1,194,003	3,787	+2.7%	Shares	Sole	2023-05-15
2022-12-31	$1,107,216	3,689	+1.9%	Shares	Sole	2023-01-10
2022-06-30	$975,971	3,619	+91.6%	Shares	Sole	2022-08-08
2022-03-31	$615,115	1,889	-39.1%	Shares	Sole	2022-05-11
2021-12-31	$931,736	3,100	+24.4%	Shares	Sole	2022-02-11
2021-09-30	$712,138	2,492	+17.3%	Shares	Sole	2021-11-12
2021-06-30	$507,126	2,124	-0.6%	Shares	Sole	2021-08-16
2021-03-31	$491,514	2,136	+4.8%	Shares	Sole	2021-06-16
2020-12-31	$430,568	2,038	-10.9%	Shares	Sole	2021-02-16
2020-09-30	$472,014	2,288	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.