Choate Investment Advisors

Position in AON — Aon plc

CIK 1399794 BOSTON, MA

Position in AON

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

Position Value

$289,565

-$32,892 QoQ

Shares Held

873

-12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#901

of 1,247 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Financial Services · as of Jun 30, 2026

Choate Investment Advisors holds $21,119,754 across 3 Insurance Brokers names. AON ranks #3 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	121,874	$20,312,739
2	AJG	Arthur J. Gallagher & Co.	2,254	$517,450
3	AON	Aon plc This page	873	$289,565

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,565	873	-12.6%	Shares	Sole	2026-08-11
2026-03-31	$322,457	999	-7.3%	Shares	Sole	2026-05-13
2025-12-31	$380,404	1,078	+14.1%	Shares	Sole	2026-02-09
2025-09-30	$336,968	945	+0.6%	Shares	Sole	2025-11-10
2025-06-30	$334,997	939	-0.6%	Shares	Sole	2025-08-12
2025-03-31	$377,140	945	+3.3%	Shares	Sole	2025-05-14
2024-12-31	$328,631	915	+9.8%	Shares	Sole	2025-02-10
2024-09-30	$288,209	833	+14.1%	Shares	Sole	2024-11-13
2024-06-30	$214,313	730	-1.4%	Shares	Sole	2024-08-08
2024-03-31	$246,952	740	-1.7%	Shares	Sole	2024-05-07
2023-12-31	$219,138	753	+3.0%	Shares	Sole	2024-02-14
2023-09-30	$237,004	731	+14.9%	Shares	Sole	2023-10-30
2022-03-31	$207,100	636	-55.4%	Shares	Sole	2022-04-29
2021-12-31	$428,598	1,426	-3.1%	Shares	Sole	2022-02-07
2021-09-30	$420,367	1,471	-5.2%	Shares	Sole	2021-11-04
2021-06-30	$370,316	1,551	+12.8%	Shares	Sole	2021-07-30
2021-03-31	$316,401	1,375	+10.0%	Shares	Sole	2021-05-07
2020-12-31	$264,087	1,250	+19.0%	Shares	Sole	2021-02-08
2020-09-30	$216,615	1,050	—	Shares	Sole	2020-10-26
No filing history on record for this holder in this stock.