EVERGREEN CAPITAL MANAGEMENT LLC

Position in AON — Aon plc

CIK 1260824 Bellevue, WA

Position in AON

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$927,404

+$303,471 QoQ

Shares Held

2,796

+44.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#612

of 1,247 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $4,961,675 across 6 Insurance Brokers names. AON ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	8,867	$1,477,862
2	BRO	Brown & Brown, Inc.	14,849	$952,562
3	AON	Aon plc This page	2,796	$927,404
4	AJG	Arthur J. Gallagher & Co.	3,367	$772,962
5	ERIE	Erie Indemnity Co	2,034	$487,651
6	CRVL	Corvel Corp	5,490	$343,234

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$927,404	2,796	+44.6%	Shares	Other	2026-07-23
2026-03-31	$623,933	1,933	+77.3%	Shares	Other	2026-05-14
2025-12-31	$384,639	1,090	-14.1%	Shares	Other	2026-01-27
2025-09-30	$452,500	1,269	+27.9%	Shares	Other	2025-10-28
2025-06-30	$353,905	992	+1.3%	Shares	Other	2025-08-14
2025-03-31	$390,708	979	+5.5%	Shares	Sole	2025-05-15
2024-12-31	$333,300	928	+0.1%	Shares	Other	2025-02-13
2024-09-30	$320,732	927	0.0%	Shares	Other	2024-11-14
2024-06-30	$272,148	927	+21.0%	Shares	Other	2024-08-14
2024-03-31	$255,629	766	+3.7%	Shares	Sole	2024-05-15
2023-09-30	$239,598	739	+2.8%	Shares	Sole	2023-11-14
2023-06-30	$248,198	719	+4.2%	Shares	Sole	2023-08-14
2023-03-31	$217,549	690	-70.0%	Shares	Sole	2023-05-15
2022-03-31	$748,297	2,298	+1.0%	Shares	Sole	2022-05-16
2021-12-31	$684,074	2,276	+0.1%	Shares	Sole	2022-03-11
2021-09-30	$649,555	2,273	+2.2%	Shares	Sole	2021-11-15
2021-06-30	$531,241	2,225	+3.5%	Shares	Sole	2021-08-16
2021-03-31	$494,736	2,150	+1.3%	Shares	Sole	2021-05-17
2020-12-31	$448,526	2,123	-0.7%	Shares	Sole	2021-02-16
2020-09-30	$441,069	2,138	+0.7%	Shares	Sole	2020-11-16
2020-06-30	$409,082	2,124	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.