Trust Asset Management LLC

Position in AON — Aon plc

CIK 1608376 HOUSTON, TX

Position in AON

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

Position Value

$792,739

+$21,295 QoQ

Shares Held

2,390

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#637

of 1,246 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Trust Asset Management LLC holds $2,821,824 across 5 Insurance Brokers names. AON ranks #2 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	5,392	$898,684
2	AON	Aon plc This page	2,390	$792,739
3	AJG	Arthur J. Gallagher & Co.	2,805	$643,943
4	WTW	Willis Towers Watson PLC	1,078	$281,756
5	BRO	Brown & Brown, Inc.	3,191	$204,702

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$792,739	2,390	0.0%	Shares	Sole	2026-07-14
2026-03-31	$771,444	2,390	0.0%	Shares	Sole	2026-04-20
2025-12-31	$843,383	2,390	-3.1%	Shares	Sole	2026-01-13
2025-09-30	$879,682	2,467	0.0%	Shares	Sole	2025-11-12
2025-06-30	$880,126	2,467	0.0%	Shares	Sole	2025-07-23
2025-03-31	$984,555	2,467	+5.0%	Shares	Sole	2025-05-12
2024-12-31	$844,026	2,350	0.0%	Shares	Sole	2025-01-16
2024-09-30	$813,076	2,350	0.0%	Shares	Sole	2024-11-13
2024-06-30	$689,913	2,350	0.0%	Shares	Sole	2024-07-24
2024-03-31	$784,242	2,350	0.0%	Shares	Sole	2024-05-15
2023-12-31	$683,897	2,350	0.0%	Shares	Sole	2024-02-02
2023-09-30	$761,917	2,350	0.0%	Shares	Sole	2023-11-08
2023-06-30	$811,220	2,350	0.0%	Shares	Sole	2023-08-14
2023-03-31	$740,931	2,350	-2.1%	Shares	Sole	2023-05-12
2022-12-31	$720,636	2,401	0.0%	Shares	Sole	2023-02-01
2022-09-30	$643,155	2,401	+6.7%	Shares	Sole	2022-11-14
2022-06-30	$606,780	2,250	-0.7%	Shares	Sole	2022-08-10
2022-03-31	$737,877	2,266	+2.3%	Shares	Sole	2022-05-10
2021-12-31	$665,740	2,215	0.0%	Shares	Sole	2022-01-31
2021-09-30	$632,980	2,215	+7.0%	Shares	Sole	2021-10-29
2021-06-30	$494,233	2,070	+11.5%	Shares	Sole	2021-07-19
2021-03-31	$427,314	1,857	+21.4%	Shares	Sole	2021-04-21
2020-12-31	$323,243	1,530	+29.4%	Shares	Sole	2021-01-27
2020-09-30	$243,846	1,182	—	Shares	Sole	2020-10-28
No filing history on record for this holder in this stock.