SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in AON — Aon plc

CIK 1531593 NEW YORK, NY

Position in AON

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$16,584

+$5,287 QoQ

Shares Held

+42.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,127

of 1,247 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $62,404 across 6 Insurance Brokers names. AON ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	112	$18,667
2	AON	Aon plc This page	50	$16,584
3	AJG	Arthur J. Gallagher & Co.	60	$13,774
4	WTW	Willis Towers Watson PLC	29	$7,579
5	BRO	Brown & Brown, Inc.	68	$4,362
6	ERIE	Erie Indemnity Co	6	$1,438

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,584	50	+42.9%	Shares	Sole	2026-08-03
2026-03-31	$11,297	35	-91.2%	Shares	Sole	2026-04-30
2025-12-31	$140,446	398	+7.0%	Shares	Sole	2026-02-17
2025-09-30	$132,647	372	+156.6%	Shares	Sole	2025-11-13
2025-06-30	$51,730	145	-75.8%	Shares	Sole	2025-08-12
2024-03-31	$200,232	600	+59900.0%	Shares	Sole	2024-05-13
2023-12-31	$291	1	-99.6%	Shares	Sole	2024-02-14
2023-06-30	$92,513	268	-33.3%	Shares	Sole	2023-08-14
2023-03-31	$126,746	402	-75.0%	Shares	Sole	2023-05-12
2022-12-31	$482,925	1,609	+258.4%	Shares	Sole	2023-02-13
2022-09-30	$120,273	449	-46.9%	Shares	Sole	2022-11-02
2022-06-30	$227,879	845	+73.2%	Shares	Sole	2022-08-02
2022-03-31	$158,907	488	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.