Perigon Wealth Management, LLC

Position in AON — Aon plc

CIK 1575239 SAN FRANCISCO, CA

Position in AON

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

Position Value

$1,115,473

+$147,133 QoQ

Shares Held

3,363

+12.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#568

of 1,247 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $3,688,354 across 5 Insurance Brokers names. AON ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	8,767	$1,461,195
2	AON	Aon plc This page	3,363	$1,115,473
3	AJG	Arthur J. Gallagher & Co.	2,733	$627,414
4	BRO	Brown & Brown, Inc.	4,249	$272,573
5	ERIE	Erie Indemnity Co	883	$211,699

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,115,473	3,363	+12.1%	Shares	Sole	2026-08-07
2026-03-31	$968,340	3,000	+2.1%	Shares	Sole	2026-04-10
2025-12-31	$1,036,408	2,937	+22.4%	Shares	Sole	2026-01-16
2025-09-30	$855,435	2,399	+34.5%	Shares	Sole	2025-10-17
2025-06-30	$636,103	1,783	-3.5%	Shares	Sole	2025-07-16
2025-03-31	$737,518	1,848	+4.3%	Shares	Sole	2025-04-23
2024-12-31	$636,431	1,772	+3.0%	Shares	Sole	2025-01-22
2024-09-30	$595,102	1,720	+5.5%	Shares	Sole	2024-10-16
2024-06-30	$478,828	1,631	+8.6%	Shares	Sole	2024-08-02
2024-03-31	$501,247	1,502	+1.1%	Shares	Sole	2024-04-29
2023-12-31	$432,455	1,486	-5.2%	Shares	Sole	2024-01-29
2023-09-30	$508,376	1,568	-5.1%	Shares	Sole	2023-10-30
2023-06-30	$570,270	1,652	+5.0%	Shares	Sole	2023-08-02
2023-03-31	$496,266	1,574	-3.6%	Shares	Sole	2023-05-03
2022-12-31	$489,828	1,632	-3.8%	Shares	Sole	2023-05-01
2021-03-31	$390,266	1,696	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.