Keel Point, LLC

Position in AON — Aon plc

CIK 1386935 HUNTSVILLE, AL

Position in AON

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

Position Value

$210,954

-$26,934 QoQ

Shares Held

636

-13.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#997

of 1,246 holders

Holding Since

Sep 2021

17 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Financial Services · as of Jun 30, 2026

Keel Point, LLC holds $997,228 across 4 Insurance Brokers names. AON ranks #3 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,467	$336,779
2	BRO	Brown & Brown, Inc.	3,884	$249,158
3	AON	Aon plc This page	636	$210,954
4	MRSH	Marsh & Mclennan Companies, Inc.	1,202	$200,337

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,954	636	-13.7%	Shares	Sole	2026-08-14
2026-03-31	$237,888	737	-20.7%	Shares	Sole	2026-06-01
2025-12-31	$327,825	929	+3.2%	Shares	Sole	2026-02-12
2025-09-30	$320,922	900	+1.1%	Shares	Sole	2025-12-16
2025-06-30	$317,516	890	-5.9%	Shares	Sole	2025-08-15
2025-03-31	$377,539	946	+21.4%	Shares	Sole	2025-05-15
2024-12-31	$279,785	779	+5.1%	Shares	Sole	2025-02-14
2024-09-30	$256,378	741	+3.8%	Shares	Sole	2024-11-14
2024-06-30	$209,616	714	+2.9%	Shares	Sole	2024-08-14
2024-03-31	$231,601	694	-1.8%	Shares	Sole	2024-04-16
2023-09-30	$229,223	707	+1.7%	Shares	Sole	2023-10-26
2023-06-30	$239,914	695	+3.6%	Shares	Sole	2023-07-12
2023-03-31	$211,559	671	-6.4%	Shares	Sole	2023-04-03
2022-12-31	$215,200	717	+5.8%	Shares	Sole	2023-01-17
2022-03-31	$220,777	678	-1.2%	Shares	Sole	2022-04-27
2021-12-31	$206,184	686	-5.0%	Shares	Sole	2022-01-31
2021-09-30	$206,325	722	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.