HARBOR INVESTMENT ADVISORY, LLC

Position in AON — Aon plc

CIK 1468792 LUTHERVILLE, MD

Position in AON

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$32,837

-$21,712 QoQ

Shares Held

-41.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,095

of 1,246 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HARBOR INVESTMENT ADVISORY, LLC holds $264,805 across 4 Insurance Brokers names. AON ranks #3 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	637	$146,236
2	MRSH	Marsh & Mclennan Companies, Inc.	425	$70,834
3	AON	Aon plc This page	99	$32,837
4	WTW	Willis Towers Watson PLC	57	$14,898

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,837	99	-41.4%	Shares	Sole	2026-07-07
2026-03-31	$54,549	169	-18.8%	Shares	Sole	2026-04-23
2025-12-31	$73,399	208	+14.9%	Shares	Sole	2026-01-07
2025-09-30	$64,540	181	-35.6%	Shares	Sole	2025-10-27
2025-06-30	$100,249	281	0.0%	Shares	Sole	2025-07-01
2025-03-31	$112,144	281	0.0%	Shares	Sole	2025-04-09
2024-12-31	$100,923	281	0.0%	Shares	Sole	2025-01-16
2024-09-30	$97,223	281	0.0%	Shares	Sole	2024-10-04
2024-06-30	$82,495	281	+585.4%	Shares	Sole	2024-07-19
2024-03-31	$13,682	41	0.0%	Shares	Sole	2024-04-12
2023-12-31	$11,931	41	0.0%	Shares	Sole	2024-01-26
2023-09-30	$13,293	41	-96.4%	Shares	Sole	2023-10-13
2023-06-30	$398,015	1,153	-1.5%	Shares	Sole	2023-07-14
2023-03-31	$369,204	1,171	0.0%	Shares	Sole	2023-04-21
2022-12-31	$351,463	1,171	-0.7%	Shares	Sole	2023-01-24
2022-09-30	$315,818	1,179	0.0%	Shares	Sole	2022-11-01
2022-06-30	$317,952	1,179	+1.6%	Shares	Sole	2022-07-18
2022-03-31	$377,730	1,160	+23.1%	Shares	Sole	2022-04-20
2021-12-31	$283,127	942	-17.3%	Shares	Sole	2022-01-10
2021-09-30	$325,492	1,139	0.0%	Shares	Sole	2021-10-12
2021-06-30	$271,947	1,139	0.0%	Shares	Sole	2021-07-27
2021-03-31	$262,095	1,139	0.0%	Shares	Sole	2021-04-16
2020-12-31	$240,636	1,139	0.0%	Shares	Sole	2021-02-04
2020-09-30	$234,975	1,139	+3.3%	Shares	Sole	2020-10-23
2020-06-30	$212,437	1,103	+0.5%	Shares	Sole	2020-07-16
2020-03-31	$181,213	1,098	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.