Chicago Partners Investment Group LLC

Position in AON — Aon plc

CIK 1563525 CHICAGO, IL

Position in AON

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,399,113

+$1,295,206 QoQ

Shares Held

7,233

+111.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#439

of 1,247 holders

Holding Since

Sep 2021

17 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $9,817,584 across 4 Insurance Brokers names. AON ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	21,473	$4,929,556
2	AON	Aon plc This page	7,233	$2,399,113
3	MRSH	Marsh & Mclennan Companies, Inc.	12,123	$2,020,540
4	WTW	Willis Towers Watson PLC	1,792	$468,375

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,399,113	7,233	+111.5%	Shares	Sole	2026-07-30
2026-03-31	$1,103,907	3,420	+164.1%	Shares	Sole	2026-05-04
2025-12-31	$456,979	1,295	+15.7%	Shares	Sole	2026-01-28
2025-09-30	$399,013	1,119	+11.2%	Shares	Sole	2025-10-30
2025-06-30	$358,900	1,006	-1.9%	Shares	Sole	2025-07-29
2025-03-31	$409,466	1,026	+12.4%	Shares	Sole	2025-05-09
2024-12-31	$327,913	913	+51.4%	Shares	Sole	2025-01-24
2024-09-30	$208,631	603	-1.1%	Shares	Sole	2024-10-29
2024-06-30	$179,083	610	-7.3%	Shares	Sole	2024-07-31
2023-06-30	$227,141	658	-16.6%	Shares	Sole	2023-08-08
2023-03-31	$248,763	789	-9.9%	Shares	Sole	2023-04-26
2022-12-31	$262,922	876	-10.5%	Shares	Sole	2023-02-09
2022-09-30	$262,244	979	+0.5%	Shares	Sole	2022-11-09
2022-06-30	$262,668	974	+0.9%	Shares	Sole	2022-08-04
2022-03-31	$314,232	965	+2.0%	Shares	Sole	2022-05-20
2021-12-31	$284,329	946	+24.8%	Shares	Sole	2022-02-15
2021-09-30	$216,613	758	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.