EXENCIAL WEALTH ADVISORS, LLC

Position in AON — Aon plc

CIK 1576151 OKLAHOMA CITY, OK

Position in AON

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$3,378,861

-$135,823 QoQ

Shares Held

10,468

+5.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $26,657,023 across 4 Insurance Brokers names. AON ranks #4 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	44,982	$9,742,201
2	WTW	Willis Towers Watson PLC	33,105	$9,623,623
3	MRSH	Marsh & Mclennan Companies, Inc.	22,556	$3,912,338
4	AON	Aon plc This page	10,468	$3,378,861

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,378,861	10,468	+5.1%	Shares	Sole	2026-04-28
2025-12-31	$3,514,684	9,960	+6.6%	Shares	Sole	2026-01-30
2025-09-30	$3,330,813	9,341	+5.3%	Shares	Sole	2025-10-27
2025-06-30	$3,165,888	8,874	+12.9%	Shares	Sole	2025-07-30
2025-03-31	$3,137,645	7,862	-7.9%	Shares	Sole	2025-05-09
2024-12-31	$3,065,430	8,535	+1.4%	Shares	Sole	2025-02-06
2024-09-30	$2,913,235	8,420	+27.9%	Shares	Sole	2024-10-31
2024-06-30	$1,932,049	6,581	+20.0%	Shares	Sole	2024-08-12
2024-03-31	$1,830,454	5,485	+4.1%	Shares	Sole	2024-05-10
2023-12-31	$1,533,966	5,271	+5.3%	Shares	Sole	2024-02-13
2023-09-30	$1,623,693	5,008	+7.0%	Shares	Sole	2023-11-08
2023-06-30	$1,615,190	4,679	-23.5%	Shares	Sole	2023-08-10
2023-03-31	$1,929,259	6,119	-0.4%	Shares	Sole	2023-05-02
2022-12-31	$1,843,760	6,143	+0.6%	Shares	Sole	2023-02-14
2022-09-30	$1,635,614	6,106	+2.2%	Shares	Sole	2022-11-08
2022-06-30	$1,610,528	5,972	+5.5%	Shares	Sole	2022-08-11
2022-03-31	$1,842,414	5,658	+18.2%	Shares	Sole	2022-05-12
2021-12-31	$1,438,780	4,787	+23.8%	Shares	Sole	2022-02-10
2021-09-30	$1,104,786	3,866	+17.1%	Shares	Sole	2021-11-04
2021-06-30	$788,385	3,302	+47.7%	Shares	Sole	2021-08-16
2021-03-31	$514,295	2,235	+126.2%	Shares	Sole	2021-05-06
2020-09-30	$203,824	988	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.