Ballentine Partners, LLC

Position in AON — Aon plc

CIK 1374889 Waltham, MA

Position in AON

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$619,927

+$8,905 QoQ

Shares Held

1,869

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#696

of 1,246 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballentine Partners, LLC holds $3,077,473 across 5 Insurance Brokers names. AON ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	6,955	$1,159,188
2	AJG	Arthur J. Gallagher & Co.	2,788	$640,040
3	AON	Aon plc This page	1,869	$619,927
4	ERIE	Erie Indemnity Co	1,644	$394,149
5	BRO	Brown & Brown, Inc.	4,118	$264,169

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$619,927	1,869	-1.3%	Shares	Other	2026-07-17
2026-03-31	$611,022	1,893	-10.7%	Shares	Other	2026-05-14
2025-12-31	$747,751	2,119	+6.9%	Shares	Sole	2026-02-03
2025-09-30	$707,097	1,983	-0.6%	Shares	Other	2025-11-03
2025-06-30	$711,735	1,995	+0.4%	Shares	Other	2025-07-15
2025-03-31	$793,390	1,988	+4.7%	Shares	Other	2025-05-01
2024-12-31	$681,685	1,898	+4.7%	Shares	Other	2025-01-16
2024-09-30	$626,933	1,812	+9.7%	Shares	Other	2024-10-23
2024-06-30	$484,994	1,652	-21.4%	Shares	Other	2024-08-06
2024-03-31	$701,145	2,101	+3.9%	Shares	Other	2024-04-11
2023-12-31	$588,733	2,023	+8.4%	Shares	Other	2024-01-23
2023-09-30	$605,318	1,867	+2.1%	Shares	Sole	2023-10-19
2023-06-30	$631,024	1,828	+5.5%	Shares	Sole	2023-07-26
2023-03-31	$546,397	1,733	+59.6%	Shares	Other	2023-04-27
2022-12-31	$325,951	1,086	+0.4%	Shares	Other	2023-01-27
2022-09-30	$289,834	1,082	+61.3%	Shares	Other	2022-10-26
2022-03-31	$218,495	671	-58.5%	Shares	Sole	2022-05-05
2020-09-30	$333,792	1,618	-0.3%	Shares	Other	2020-10-22
2020-06-30	$312,589	1,623	—	Shares	Other	2020-07-31
No filing history on record for this holder in this stock.