OPPENHEIMER ASSET MANAGEMENT INC.

Position in AON — Aon plc

CIK 1269119 NEW YORK, NY

Position in AON

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$8,518,809

-$3,109,291 QoQ

Shares Held

26,392

-19.9% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Mar 31, 2026

OPPENHEIMER ASSET MANAGEMENT INC. holds $27,135,434 across 5 Insurance Brokers names. AON ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	95,968	$16,645,646
2	AON	Aon plc This page	26,392	$8,518,809
3	GSHD	Goosehead Insurance, Inc.	27,473	$1,171,996
4	BRO	Brown & Brown, Inc.	6,148	$400,910
5	AJG	Arthur J. Gallagher & Co.	1,838	$398,073

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,518,809	26,392	-19.9%	Shares	Other	2026-04-24
2025-12-31	$11,628,100	32,952	-25.2%	Shares	Other	2026-02-02
2025-09-30	$15,698,434	44,025	-13.1%	Shares	Other	2025-11-06
2025-06-30	$18,070,249	50,651	+0.1%	Shares	Other	2025-07-31
2025-03-31	$20,203,930	50,625	+304.1%	Shares	Other	2025-04-23
2024-12-31	$4,499,196	12,527	-6.5%	Shares	Other	2025-02-05
2024-09-30	$4,637,994	13,405	+1.7%	Shares	Other	2024-11-05
2024-06-30	$3,869,676	13,181	+9.1%	Shares	Other	2024-08-08
2024-03-31	$4,031,002	12,079	-6.7%	Shares	Other	2024-05-07
2023-12-31	$3,769,581	12,953	+0.2%	Shares	Other	2024-02-13
2023-09-30	$4,189,245	12,921	+0.1%	Shares	Other	2023-11-08
2023-06-30	$4,455,150	12,906	+0.8%	Shares	Other	2023-08-03
2023-03-31	$4,035,080	12,798	+7.1%	Shares	Other	2023-05-10
2022-12-31	$3,588,172	11,955	+24.4%	Shares	Other	2023-02-07
2022-09-30	$2,574,766	9,612	+2.5%	Shares	Other	2022-11-14
2022-06-30	$2,529,058	9,378	-7.0%	Shares	Other	2022-08-08
2022-03-31	$3,284,629	10,087	+6.8%	Shares	Other	2022-05-12
2021-12-31	$2,838,487	9,444	+19.5%	Shares	Other	2022-02-02
2021-09-30	$2,257,581	7,900	+62.3%	Shares	Other	2021-11-12
2021-06-30	$1,162,522	4,869	+329.0%	Shares	Other	2021-08-03
2021-03-31	$261,174	1,135	-1.0%	Shares	Other	2021-05-17
2020-12-31	$242,326	1,147	+3.2%	Shares	Other	2021-02-11
2020-09-30	$229,198	1,111	—	Shares	Other	2020-11-13
No filing history on record for this holder in this stock.