Creative Planning

Position in AON — Aon plc

CIK 1540235 OVERLAND PARK, KS

Position in AON

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$16,062,823

+$1,937,037 QoQ

Shares Held

49,764

+24.3% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0.48227634434530986.ToString("F0")% Shared 0.ToString("F0")% None 99.51772365565469.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $92,147,893 across 11 Insurance Brokers names. AON ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	170,951	$29,651,450
2	AJG	Arthur J. Gallagher & Co.	94,112	$20,382,776
3	AON	Aon plc This page	49,764	$16,062,823
4	BRO	Brown & Brown, Inc.	177,258	$11,558,994
5	WTW	Willis Towers Watson PLC	19,318	$5,615,742
6	CRVL	Corvel Corp	81,629	$4,461,024
7	ERIE	Erie Indemnity Co	9,385	$2,358,544
8	BWIN	Baldwin Insurance Group, Inc.	55,233	$1,211,812

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,062,823	49,764	+24.3%	Shares	Sole	2026-05-12
2025-12-31	$14,125,786	40,030	+24.7%	Shares	Sole	2026-02-17
2025-09-30	$11,444,791	32,096	+8.9%	Shares	Defined	2025-11-14
2025-06-30	$10,515,856	29,476	-6.2%	Shares	Defined	2025-08-08
2025-03-31	$12,543,797	31,431	+6.6%	Shares	Sole	2025-05-15
2024-12-31	$10,586,599	29,476	-15.6%	Shares	Defined	2025-02-14
2024-09-30	$12,076,434	34,904	-2.6%	Shares	Defined	2024-10-11
2024-06-30	$10,516,620	35,822	+9.2%	Shares	Defined	2024-08-15
2024-03-31	$10,948,017	32,806	+1.9%	Shares	Sole	2024-05-13
2023-12-31	$9,365,896	32,183	+6.6%	Shares	Defined	2024-02-14
2023-09-30	$9,789,497	30,194	+2.9%	Shares	Sole	2023-11-16
2023-06-30	$10,128,512	29,341	+5.5%	Shares	Defined	2023-07-21
2023-03-31	$8,769,160	27,813	+67.7%	Shares	Sole	2023-05-15
2022-12-31	$4,976,921	16,582	+39.4%	Shares	Sole	2023-02-10
2022-09-30	$3,187,117	11,898	+10.9%	Shares	Sole	2022-11-03
2022-06-30	$2,892,857	10,727	+15.5%	Shares	Sole	2022-08-15
2022-03-31	$3,025,428	9,291	+0.7%	Shares	Sole	2022-05-16
2021-12-31	$2,772,365	9,224	+19.9%	Shares	Sole	2022-02-11
2021-09-30	$2,197,857	7,691	-3.1%	Shares	Sole	2021-11-10
2021-06-30	$1,894,559	7,935	+9.6%	Shares	Sole	2021-08-04
2021-03-31	$1,665,766	7,239	+36.7%	Shares	Sole	2021-04-30
2020-12-31	$1,118,463	5,294	+6.6%	Shares	Sole	2021-01-29
2020-09-30	$1,024,898	4,968	+28.8%	Shares	Sole	2020-11-05
2020-06-30	$742,665	3,856	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.