TD PRIVATE CLIENT WEALTH LLC

Position in AON — Aon plc

CIK 1551017 NEW YORK, NY

Position in AON

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$728,722

-$83,392 QoQ

Shares Held

2,197

-12.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#659

of 1,247 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $3,645,442 across 7 Insurance Brokers names. AON ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	7,254	$1,665,300
2	MRSH	Marsh & Mclennan Companies, Inc.	6,981	$1,163,523
3	AON	Aon plc This page	2,197	$728,722
4	WTW	Willis Towers Watson PLC	254	$66,387
5	BRO	Brown & Brown, Inc.	238	$15,267
6	ERIE	Erie Indemnity Co	25	$5,993
7	CRVL	Corvel Corp	4	$250

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$728,722	2,197	-12.7%	Shares	Defined	2026-08-04
2026-03-31	$812,114	2,516	-5.4%	Shares	Defined	2026-04-27
2025-12-31	$938,307	2,659	-4.6%	Shares	Defined	2026-02-05
2025-09-30	$994,145	2,788	+3.1%	Shares	Defined	2025-10-27
2025-06-30	$964,679	2,704	-3.3%	Shares	Defined	2025-07-15
2025-03-31	$1,115,855	2,796	-8.8%	Shares	Defined	2025-04-29
2024-12-31	$1,101,184	3,066	+9.2%	Shares	Defined	2025-02-11
2024-09-30	$971,539	2,808	+55.2%	Shares	Defined	2024-11-18
2024-06-30	$531,086	1,809	+5.4%	Shares	Defined	2024-08-14
2024-03-31	$572,997	1,717	+35.4%	Shares	Defined	2024-08-16
2023-12-31	$369,013	1,268	-82.6%	Shares	Defined	2024-08-16
2023-09-30	$2,356,106	7,267	-31.2%	Shares	Defined	2024-08-16
2023-06-30	$3,647,383	10,566	-5.1%	Shares	Defined	2024-08-16
2023-03-31	$3,508,547	11,128	+8.7%	Shares	Defined	2024-08-16
2022-12-31	$3,074,033	10,242	-0.7%	Shares	Defined	2024-08-16
2022-09-30	$2,764,150	10,319	+46.3%	Shares	Defined	2024-08-16
2022-06-30	$1,902,592	7,055	-0.3%	Shares	Defined	2024-08-16
2022-03-31	$2,304,483	7,077	+692.5%	Shares	Defined	2024-08-16
2021-12-31	$268,400	893	-38.7%	Shares	Defined	2024-08-16
2021-09-30	$416,366	1,457	-9.0%	Shares	Defined	2024-08-16
2021-06-30	$382,254	1,601	+0.9%	Shares	Defined	2024-08-16
2021-03-31	$364,954	1,586	-20.1%	Shares	Defined	2024-08-16
2020-12-31	$419,159	1,984	+0.2%	Shares	Defined	2024-08-16
2020-09-30	$408,474	1,980	-84.8%	Shares	Defined	2024-08-16
2020-06-30	$2,510,541	13,035	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.