CWM, LLC

Position in AON — Aon plc

CIK 1535847 OMAHA, NE

Position in AON

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$9,530,725

+$4,614,754 QoQ

Shares Held

29,527

+112.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $44,012,306 across 15 Insurance Brokers names. AON ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	134,815	$23,383,661
2	AON	Aon plc This page	29,527	$9,530,725
3	AJG	Arthur J. Gallagher & Co.	26,731	$5,789,399
4	BWIN	Baldwin Insurance Group, Inc.	114,948	$2,521,959
5	WTW	Willis Towers Watson PLC	5,195	$1,510,186
6	BRO	Brown & Brown, Inc.	8,239	$537,265
7	CRVL	Corvel Corp	6,942	$379,380
8	ERIE	Erie Indemnity Co	399	$100,272

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,530,725	29,527	+112.0%	Shares	Sole	2026-05-14
2025-12-31	$4,915,971	13,931	+21.6%	Shares	Sole	2026-01-26
2025-09-30	$4,086,406	11,460	+0.8%	Shares	Sole	2025-10-15
2025-06-30	$4,054,577	11,365	-7.6%	Shares	Sole	2025-07-25
2025-03-31	$4,910,004	12,303	-0.1%	Shares	Sole	2025-05-01
2024-12-31	$4,423,055	12,315	-11.9%	Shares	Sole	2025-02-04
2024-09-30	$4,835,902	13,977	+1.2%	Shares	Sole	2024-10-08
2024-06-30	$4,055,807	13,815	+139.0%	Shares	Sole	2024-07-10
2024-03-31	$1,928,901	5,780	-5.9%	Shares	Sole	2024-04-05
2023-12-31	$1,788,026	6,144	-10.8%	Shares	Sole	2024-02-01
2023-09-30	$2,232,903	6,887	+1.0%	Shares	Sole	2023-10-11
2023-06-30	$2,353,228	6,817	-14.5%	Shares	Sole	2023-08-03
2023-03-31	$2,513,176	7,971	-2.0%	Shares	Sole	2023-05-01
2022-12-31	$2,441,038	8,133	+10.6%	Shares	Sole	2023-02-01
2022-09-30	$1,969,112	7,351	+8.9%	Shares	Sole	2022-10-27
2022-06-30	$1,820,340	6,750	-4.0%	Shares	Sole	2022-07-28
2022-03-31	$2,288,527	7,028	-6.9%	Shares	Sole	2022-04-21
2021-12-31	$2,268,326	7,547	-25.8%	Shares	Sole	2022-01-31
2021-06-30	$2,427,472	10,167	0.0%	Shares	Sole	2021-09-15
2021-03-31	$2,339,528	10,167	0.0%	Shares	Sole	2021-09-15
2020-12-31	$2,147,982	10,167	0.0%	Shares	Sole	2021-09-15
2020-09-30	$2,097,452	10,167	0.0%	Shares	Sole	2021-09-15
2020-06-30	$1,958,164	10,167	0.0%	Shares	Sole	2021-09-15
2020-03-31	$1,677,961	10,167	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.