NICOLET BANKSHARES INC

Position in AON — Aon plc

CIK 1174850 GREEN BAY, WI

Position in AON

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,220,046

+$280,812 QoQ

Shares Held

9,708

+6.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#411

of 1,247 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Financial Services · as of Jun 30, 2026

NICOLET BANKSHARES INC holds $3,808,929 across 3 Insurance Brokers names. AON ranks #1 (84.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	9,708	$3,220,046
2	AJG	Arthur J. Gallagher & Co.	1,352	$310,378
3	MRSH	Marsh & Mclennan Companies, Inc.	1,671	$278,505

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,220,046	9,708	+6.6%	Shares	Sole	2026-08-11
2026-03-31	$2,939,234	9,106	+810.6%	Shares	Sole	2026-05-14
2024-12-31	$359,160	1,000	-78.9%	Shares	Sole	2025-02-13
2024-09-30	$1,643,452	4,750	-2.4%	Shares	Sole	2024-11-12
2024-06-30	$1,428,853	4,867	0.0%	Shares	Sole	2024-08-14
2024-03-31	$1,624,215	4,867	0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,416,394	4,867	0.0%	Shares	Sole	2024-02-13
2023-09-30	$1,577,978	4,867	0.0%	Shares	Sole	2023-11-09
2023-06-30	$1,680,088	4,867	0.0%	Shares	Sole	2023-08-09
2023-03-31	$1,534,516	4,867	0.0%	Shares	Sole	2023-05-09
2022-12-31	$1,460,781	4,867	0.0%	Shares	Sole	2023-02-09
2022-09-30	$1,303,723	4,867	0.0%	Shares	Sole	2022-11-10
2022-06-30	$1,312,532	4,867	0.0%	Shares	Sole	2022-08-08
2022-03-31	$1,584,841	4,867	0.0%	Shares	Sole	2022-05-10
2021-12-31	$1,462,825	4,867	0.0%	Shares	Sole	2022-02-09
2021-09-30	$1,390,842	4,867	0.0%	Shares	Sole	2021-11-16
2021-06-30	$1,162,044	4,867	-0.4%	Shares	Sole	2021-08-11
2021-03-31	$1,124,087	4,885	0.0%	Shares	Sole	2021-05-03
2020-12-31	$1,032,053	4,885	0.0%	Shares	Sole	2021-02-02
2020-09-30	$1,007,775	4,885	0.0%	Shares	Sole	2020-10-27
2020-06-30	$940,851	4,885	—	Shares	Defined	2020-07-22
No filing history on record for this holder in this stock.