Capital Investment Advisors, LLC

Position in AON — Aon plc

CIK 1582732 ATLANTA, GA

Position in AON

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$752,936

+$19,903 QoQ

Shares Held

2,270

-0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#652

of 1,247 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Capital Investment Advisors, LLC holds $43,891,490 across 4 Insurance Brokers names. AON ranks #3 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	252,864	$42,144,842
2	BRO	Brown & Brown, Inc.	12,284	$788,018
3	AON	Aon plc This page	2,270	$752,936
4	AJG	Arthur J. Gallagher & Co.	896	$205,694

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$752,936	2,270	-0.0%	Shares	Sole	2026-08-06
2026-03-31	$733,033	2,271	+20.7%	Shares	Sole	2026-04-17
2025-12-31	$664,120	1,882	+1.8%	Shares	Sole	2026-01-13
2025-09-30	$659,316	1,849	+0.3%	Shares	Sole	2025-10-23
2025-06-30	$657,508	1,843	-3.9%	Shares	Sole	2025-07-17
2025-03-31	$765,055	1,917	+5.0%	Shares	Sole	2025-04-14
2024-12-31	$655,467	1,825	+1.6%	Shares	Sole	2025-01-13
2024-09-30	$621,744	1,797	+0.4%	Shares	Sole	2024-10-17
2024-06-30	$525,508	1,790	-0.1%	Shares	Sole	2024-07-12
2024-03-31	$598,026	1,792	-0.1%	Shares	Sole	2024-04-15
2023-12-31	$522,089	1,794	-0.4%	Shares	Sole	2024-01-05
2023-09-30	$583,920	1,801	-4.0%	Shares	Sole	2023-10-16
2023-06-30	$647,940	1,877	-0.2%	Shares	Sole	2023-07-11
2023-03-31	$593,060	1,881	-1.2%	Shares	Sole	2023-04-10
2022-12-31	$571,166	1,903	-0.3%	Shares	Sole	2023-01-05
2022-09-30	$511,095	1,908	0.0%	Shares	Sole	2022-10-05
2022-06-30	$514,549	1,908	0.0%	Shares	Sole	2022-07-06
2022-03-31	$621,302	1,908	-1.5%	Shares	Sole	2022-04-13
2021-12-31	$582,184	1,937	0.0%	Shares	Sole	2022-01-10
2021-09-30	$553,536	1,937	-0.7%	Shares	Sole	2021-10-13
2021-06-30	$465,820	1,951	+0.4%	Shares	Sole	2021-07-14
2021-03-31	$447,333	1,944	+16.0%	Shares	Sole	2021-04-27
2020-12-31	$354,088	1,676	0.0%	Shares	Sole	2021-01-21
2020-09-30	$345,758	1,676	0.0%	Shares	Sole	2020-10-29
2020-06-30	$322,797	1,676	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.