Waverly Advisors, LLC

Position in AON — Aon plc

CIK 1568787 BIRMINGHAM, AL

Position in AON

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,380,493

-$5,744,229 QoQ

Shares Held

4,162

-81.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#531

of 1,246 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $5,512,497 across 5 Insurance Brokers names. AON ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	13,657	$2,276,212
2	AON	Aon plc This page	4,162	$1,380,493
3	AJG	Arthur J. Gallagher & Co.	5,114	$1,174,020
4	BRO	Brown & Brown, Inc.	5,816	$373,095
5	WTW	Willis Towers Watson PLC	1,181	$308,677

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,380,493	4,162	-81.1%	Shares	Sole	2026-08-14
2026-03-31	$7,124,722	22,073	+872.8%	Shares	Sole	2026-05-15
2025-12-31	$800,684	2,269	+37.9%	Shares	Sole	2026-02-17
2025-09-30	$586,574	1,645	-1.8%	Shares	Sole	2025-11-14
2025-06-30	$597,573	1,675	+3.3%	Shares	Sole	2025-08-14
2025-03-31	$647,323	1,622	+8.1%	Shares	Sole	2025-05-15
2024-12-31	$538,740	1,500	+40.2%	Shares	Sole	2025-02-14
2024-09-30	$370,209	1,070	+9.2%	Shares	Sole	2024-11-14
2024-06-30	$287,707	980	+8.8%	Shares	Sole	2024-08-14
2024-03-31	$300,680	901	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.