UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in AON — Aon plc

CIK 1463217 IRVING, TX

Position in AON

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

Position Value

$4,689,101

+$221,181 QoQ

Shares Held

14,137

+2.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#359

of 1,247 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $21,726,383 across 5 Insurance Brokers names. AON ranks #2 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	57,766	$13,261,340
2	AON	Aon plc This page	14,137	$4,689,101
3	MRSH	Marsh & Mclennan Companies, Inc.	13,506	$2,251,045
4	BRO	Brown & Brown, Inc.	19,945	$1,279,471
5	WTW	Willis Towers Watson PLC	939	$245,426

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,689,101	14,137	+2.1%	Shares	Defined	2026-08-17
2026-03-31	$4,467,920	13,842	+180.7%	Shares	Defined	2026-05-15
2025-12-31	$1,740,404	4,932	-8.4%	Shares	Defined	2026-02-17
2025-09-30	$1,919,826	5,384	-3.4%	Shares	Defined	2025-11-14
2025-06-30	$1,988,937	5,575	-7.3%	Shares	Defined	2025-08-11
2025-03-31	$2,400,925	6,016	+7.0%	Shares	Defined	2025-05-13
2024-12-31	$2,020,275	5,625	+10.2%	Shares	Defined	2025-02-13
2024-09-30	$1,766,278	5,105	+27.8%	Shares	Defined	2024-11-12
2024-06-30	$1,172,558	3,994	+8.3%	Shares	Defined	2024-08-14
2024-03-31	$1,231,093	3,689	-13.9%	Shares	Defined	2024-05-15
2023-12-31	$1,246,729	4,284	+36.0%	Shares	Defined	2024-02-14
2023-09-30	$1,021,293	3,150	+16.7%	Shares	Defined	2023-11-14
2023-06-30	$932,040	2,700	-12.6%	Shares	Defined	2023-08-14
2023-03-31	$974,561	3,091	-60.7%	Shares	Defined	2023-08-15
2022-12-31	$2,362,702	7,872	+1.4%	Shares	Defined	2023-02-15
2022-09-30	$2,078,671	7,760	+7.2%	Shares	Defined	2022-11-14
2022-06-30	$1,951,943	7,238	+4.3%	Shares	Defined	2022-08-11
2022-03-31	$2,258,895	6,937	-1.5%	Shares	Defined	2022-05-16
2021-12-31	$2,117,745	7,046	-7.0%	Shares	Defined	2022-02-14
2021-09-30	$2,165,279	7,577	-3.5%	Shares	Defined	2021-11-15
2021-06-30	$1,874,266	7,850	+2.0%	Shares	Defined	2021-08-13
2021-03-31	$1,770,696	7,695	-0.5%	Shares	Defined	2021-05-14
2020-12-31	$1,633,962	7,734	-13.2%	Shares	Defined	2021-02-17
2020-09-30	$1,837,514	8,907	-12.8%	Shares	Defined	2020-11-13
2020-06-30	$1,967,601	10,216	—	Shares	Defined	2020-08-13
No filing history on record for this holder in this stock.