YHB Investment Advisors, Inc.

Position in AON — Aon plc

CIK 1469219 West Hartford, CT

Position in AON

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

Position Value

$2,650,866

-$4,788,567 QoQ

Shares Held

7,992

-65.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#432

of 1,247 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $3,976,364 across 3 Insurance Brokers names. AON ranks #1 (66.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	7,992	$2,650,866
2	AJG	Arthur J. Gallagher & Co.	4,059	$931,824
3	MRSH	Marsh & Mclennan Companies, Inc.	2,362	$393,674

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,650,866	7,992	-65.3%	Shares	Sole	2026-07-14
2026-03-31	$7,439,433	23,048	-6.1%	Shares	Sole	2026-04-13
2025-12-31	$8,657,910	24,535	0.0%	Shares	Sole	2026-01-16
2025-09-30	$8,748,690	24,535	+0.1%	Shares	Sole	2025-10-08
2025-06-30	$8,742,403	24,505	-1.2%	Shares	Sole	2025-07-10
2025-03-31	$9,899,427	24,805	-4.5%	Shares	Sole	2025-04-23
2024-12-31	$9,325,948	25,966	-0.5%	Shares	Sole	2025-01-22
2024-09-30	$9,027,225	26,091	0.0%	Shares	Sole	2024-10-22
2024-06-30	$7,659,795	26,091	-13.2%	Shares	Sole	2024-08-01
2024-03-31	$10,027,618	30,048	-7.2%	Shares	Sole	2024-08-15
2023-12-31	$9,425,555	32,388	-8.0%	Shares	Sole	2024-01-29
2023-09-30	$11,418,704	35,219	-0.8%	Shares	Sole	2023-10-23
2023-06-30	$12,258,052	35,510	0.0%	Shares	Sole	2023-08-10
2023-03-31	$11,195,947	35,510	-2.0%	Shares	Sole	2023-05-08
2022-12-31	$10,872,571	36,225	-3.7%	Shares	Sole	2023-01-12
2022-09-30	$10,074,858	37,611	-1.4%	Shares	Sole	2022-11-03
2022-06-30	$10,285,864	38,141	-2.7%	Shares	Sole	2022-07-14
2022-03-31	$12,761,765	39,191	-4.0%	Shares	Sole	2022-04-14
2021-12-31	$12,270,963	40,827	-7.9%	Shares	Sole	2022-01-18
2021-09-30	$12,664,469	44,317	0.0%	Shares	Sole	2021-10-28
2021-06-30	$10,581,126	44,317	0.0%	Shares	Sole	2021-07-15
2021-03-31	$10,197,784	44,317	-2.9%	Shares	Sole	2021-04-22
2020-12-31	$9,642,574	45,641	+0.1%	Shares	Sole	2021-01-21
2020-09-30	$9,407,898	45,603	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.