Heritage Wealth Advisors

Position in AON — Aon plc

CIK 1591122 RICHMOND, VA

Position in AON

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

Position Value

$270,659

+$7,271 QoQ

Shares Held

816

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#921

of 1,247 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $737,241 across 4 Insurance Brokers names. AON ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,498	$343,895
2	AON	Aon plc This page	816	$270,659
3	WTW	Willis Towers Watson PLC	405	$105,854
4	MRSH	Marsh & Mclennan Companies, Inc.	101	$16,833

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,659	816	0.0%	Shares	Sole	2026-08-14
2026-03-31	$263,388	816	+1.6%	Shares	Sole	2026-05-14
2025-12-31	$283,362	803	0.0%	Shares	Sole	2026-02-13
2025-09-30	$286,333	803	-1.0%	Shares	Sole	2025-11-13
2025-06-30	$289,332	811	0.0%	Shares	Sole	2025-08-11
2025-03-31	$323,661	811	-1.3%	Shares	Sole	2025-05-08
2024-12-31	$295,229	822	+0.4%	Shares	Sole	2025-02-12
2024-09-30	$283,365	819	+2.0%	Shares	Sole	2024-11-12
2024-06-30	$235,744	803	0.0%	Shares	Sole	2024-12-12
2024-03-31	$267,977	803	-23.7%	Shares	Sole	2024-12-12
2023-12-31	$306,444	1,053	0.0%	Shares	Sole	2024-12-12
2023-09-30	$341,403	1,053	0.0%	Shares	Sole	2024-12-12
2023-06-30	$363,495	1,053	0.0%	Shares	Sole	2024-12-12
2023-03-31	$332,000	1,053	0.0%	Shares	Sole	2023-05-04
2022-12-31	$316,047	1,053	-7.0%	Shares	Sole	2024-12-12
2022-09-30	$303,228	1,132	+7.5%	Shares	Sole	2024-12-12
2022-06-30	$283,973	1,053	+205.2%	Shares	Sole	2022-08-04
2022-03-31	$112,342	345	0.0%	Shares	Sole	2022-05-11
2021-12-31	$103,693	345	0.0%	Shares	Sole	2022-03-28
2021-09-30	$98,590	345	+263.2%	Shares	Sole	2021-11-02
2021-06-30	$22,682	95	-97.6%	Shares	Sole	2021-08-09
2021-03-31	$894,437	3,887	-61.5%	Shares	Sole	2021-04-27
2020-12-31	$2,133,404	10,098	+1919.6%	Shares	Sole	2021-02-01
2020-09-30	$103,150	500	+11.1%	Shares	Sole	2020-11-03
2020-06-30	$86,670	450	+12.5%	Shares	Sole	2020-07-17
2020-03-31	$66,016	400	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.