RWA WEALTH PARTNERS, LLC

Position in AON — Aon plc

CIK 1544576 BOSTON, MA

Position in AON

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$266,347

+$14,579 QoQ

Shares Held

803

+2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#927

of 1,246 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Financial Services · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $2,070,879 across 4 Insurance Brokers names. AON ranks #4 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	5,699	$949,852
2	AJG	Arthur J. Gallagher & Co.	2,062	$473,373
3	BRO	Brown & Brown, Inc.	5,944	$381,307
4	AON	Aon plc This page	803	$266,347

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,347	803	+2.9%	Shares	Sole	2026-08-07
2026-03-31	$251,768	780	-48.4%	Shares	Sole	2026-05-13
2025-12-31	$533,907	1,513	+92.5%	Shares	Sole	2026-02-12
2025-09-30	$280,271	786	+0.3%	Shares	Sole	2025-11-10
2025-06-30	$279,699	784	+11.2%	Shares	Sole	2025-08-06
2025-03-31	$281,358	705	+1.4%	Shares	Sole	2025-05-13
2024-12-31	$249,616	695	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.