Asset Dedication, LLC

Position in AON — Aon plc

CIK 1475896 SAN FRANCISCO, CA

Position in AON

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

Position Value

$92,209

-$39,808 QoQ

Shares Held

278

-32.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,050

of 1,246 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Asset Dedication, LLC holds $123,330 across 6 Insurance Brokers names. AON ranks #1 (74.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	278	$92,209
2	GSHD	Goosehead Insurance, Inc.	249	$12,076
3	MRSH	Marsh & Mclennan Companies, Inc.	35	$5,833
4	WTW	Willis Towers Watson PLC	21	$5,488
5	AJG	Arthur J. Gallagher & Co.	18	$4,132
6	BRO	Brown & Brown, Inc.	56	$3,592

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$92,209	278	-32.0%	Shares	Sole	2026-07-30
2026-03-31	$132,017	409	-39.9%	Shares	Sole	2026-05-29
2025-12-31	$239,958	680	0.0%	Shares	Sole	2026-01-26
2025-09-30	$242,474	680	+1.0%	Shares	Sole	2025-11-20
2025-06-30	$240,099	673	0.0%	Shares	Sole	2025-08-19
2025-03-31	$268,587	673	+0.3%	Shares	Sole	2025-05-01
2024-12-31	$240,996	671	-24.8%	Shares	Sole	2025-01-23
2024-09-30	$308,623	892	+8.4%	Shares	Sole	2024-10-15
2024-06-30	$241,616	823	-0.2%	Shares	Sole	2024-08-06
2024-03-31	$275,319	825	-11.2%	Shares	Sole	2024-04-16
2023-12-31	$270,357	929	0.0%	Shares	Sole	2024-02-08
2023-09-30	$301,200	929	+2.1%	Shares	Sole	2023-11-13
2023-06-30	$314,132	910	+15.2%	Shares	Sole	2023-08-22
2023-03-31	$249,079	790	+119.4%	Shares	Sole	2023-04-24
2022-12-31	$108,050	360	-30.9%	Shares	Sole	2023-01-19
2022-09-30	$139,560	521	+297.7%	Shares	Sole	2022-10-27
2022-06-30	$35,328	131	0.0%	Shares	Sole	2022-07-19
2022-03-31	$42,657	131	0.0%	Shares	Sole	2022-04-21
2021-12-31	$39,373	131	0.0%	Shares	Sole	2022-01-21
2021-09-30	$37,435	131	—	Shares	Sole	2021-10-18
No filing history on record for this holder in this stock.