Modera Wealth Management, LLC

Position in AON — Aon plc

CIK 1542143 WESTWOOD, NJ

Position in AON

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

Position Value

$4,325,900

+$95,869 QoQ

Shares Held

13,042

-0.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#365

of 1,247 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $5,125,448 across 3 Insurance Brokers names. AON ranks #1 (84.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	13,042	$4,325,900
2	MRSH	Marsh & Mclennan Companies, Inc.	2,884	$480,676
3	AJG	Arthur J. Gallagher & Co.	1,389	$318,872

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,325,900	13,042	-0.5%	Shares	Sole	2026-08-03
2026-03-31	$4,230,031	13,105	-1.2%	Shares	Sole	2026-05-06
2025-12-31	$4,680,953	13,265	+1.0%	Shares	Sole	2026-01-21
2025-09-30	$4,681,182	13,128	-1.1%	Shares	Sole	2025-10-31
2025-06-30	$4,734,918	13,272	+5.7%	Shares	Sole	2025-08-06
2025-03-31	$5,011,772	12,558	+2.1%	Shares	Sole	2025-05-08
2024-12-31	$4,419,463	12,305	+4.3%	Shares	Sole	2025-02-06
2024-09-30	$4,081,298	11,796	+467.7%	Shares	Sole	2024-10-24
2024-06-30	$610,059	2,078	-0.7%	Shares	Sole	2024-07-29
2024-03-31	$698,475	2,093	+1.6%	Shares	Sole	2024-05-14
2023-12-31	$599,792	2,061	+0.8%	Shares	Sole	2024-02-14
2023-09-30	$663,029	2,045	+3.0%	Shares	Sole	2023-11-30
2023-06-30	$685,222	1,985	+4.6%	Shares	Sole	2023-08-07
2021-12-31	$570,162	1,897	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.