West Family Investments, Inc.

Position in AON — Aon plc

CIK 1568303 CARLSBAD, CA

Position in AON

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$708,489

+$262,730 QoQ

Shares Held

2,136

+54.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#669

of 1,247 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

West Family Investments, Inc. holds $1,547,839 across 2 Insurance Brokers names. AON ranks #2 (45.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MRSH	Marsh & Mclennan Companies, Inc.	5,036	$839,350
2	AON	Aon plc This page	2,136	$708,489

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$708,489	2,136	+54.7%	Shares	Sole	2026-08-10
2026-03-31	$445,759	1,381	-23.8%	Shares	Sole	2026-05-07
2025-12-31	$639,418	1,812	-4.5%	Shares	Sole	2026-02-11
2025-09-30	$676,432	1,897	+1.0%	Shares	Sole	2025-11-12
2025-06-30	$669,995	1,878	+28.1%	Shares	Sole	2025-08-13
2025-03-31	$585,065	1,466	0.0%	Shares	Sole	2025-05-02
2024-12-31	$526,528	1,466	-1.3%	Shares	Sole	2025-02-07
2024-09-30	$513,795	1,485	+10.2%	Shares	Sole	2024-11-08
2024-06-30	$395,452	1,347	-3.1%	Shares	Sole	2024-08-05
2024-03-31	$463,870	1,390	+1.1%	Shares	Sole	2024-05-13
2023-12-31	$400,152	1,375	0.0%	Shares	Sole	2024-02-06
2023-09-30	$445,802	1,375	-1.8%	Shares	Sole	2023-11-02
2023-06-30	$483,280	1,400	+1.8%	Shares	Sole	2023-08-16
2023-03-31	$433,523	1,375	+1.9%	Shares	Sole	2023-05-03
2022-12-31	$405,189	1,350	0.0%	Shares	Sole	2023-02-08
2022-09-30	$361,624	1,350	+0.9%	Shares	Sole	2022-11-04
2022-06-30	$360,831	1,338	-5.0%	Shares	Sole	2022-08-12
2022-03-31	$458,487	1,408	+1.9%	Shares	Sole	2022-05-13
2021-12-31	$415,373	1,382	-10.1%	Shares	Sole	2022-02-15
2021-09-30	$439,228	1,537	+2.9%	Shares	Sole	2022-02-15
2021-06-30	$356,468	1,493	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.