Caprock Group, LLC

Position in AON — Aon plc

CIK 1610769 BOISE, ID

Position in AON

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,654,801

+$27,668 QoQ

Shares Held

4,989

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#500

of 1,247 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caprock Group, LLC holds $12,608,889 across 4 Insurance Brokers names. AON ranks #3 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	33,354	$7,657,077
2	MRSH	Marsh & Mclennan Companies, Inc.	15,753	$2,625,552
3	AON	Aon plc This page	4,989	$1,654,801
4	WTW	Willis Towers Watson PLC	2,569	$671,459

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,654,801	4,989	-1.0%	Shares	Sole	2026-07-27
2026-03-31	$1,627,133	5,041	-26.3%	Shares	Sole	2026-05-11
2025-12-31	$2,412,287	6,836	+43.2%	Shares	Sole	2026-01-28
2025-09-30	$1,701,956	4,773	-6.3%	Shares	Sole	2025-11-06
2025-03-31	$2,032,166	5,092	+7.9%	Shares	Sole	2025-05-15
2024-12-31	$1,695,594	4,721	+20.1%	Shares	Sole	2025-01-23
2024-09-30	$1,359,740	3,930	+8.7%	Shares	Sole	2024-11-07
2024-06-30	$1,060,998	3,614	+39.0%	Shares	Sole	2024-08-06
2024-03-31	$867,672	2,600	-3.2%	Shares	Sole	2024-04-29
2023-12-31	$781,970	2,687	-8.5%	Shares	Sole	2024-01-18
2023-09-30	$951,909	2,936	-5.2%	Shares	Sole	2023-10-18
2023-06-30	$1,068,739	3,096	+7.0%	Shares	Sole	2023-08-10
2023-03-31	$912,449	2,894	+50.5%	Shares	Sole	2023-04-26
2022-12-31	$577,169	1,923	+26.8%	Shares	Sole	2023-01-23
2022-09-30	$406,358	1,517	+0.3%	Shares	Sole	2022-11-07
2022-06-30	$407,756	1,512	+3.3%	Shares	Sole	2022-07-26
2022-03-31	$476,722	1,464	-16.6%	Shares	Sole	2022-04-12
2021-12-31	$527,783	1,756	+6.0%	Shares	Sole	2022-01-18
2021-09-30	$473,235	1,656	+1.7%	Shares	Sole	2021-10-07
2021-06-30	$388,940	1,629	+1.2%	Shares	Sole	2021-08-13
2021-03-31	$370,246	1,609	+13.3%	Shares	Sole	2021-04-29
2020-12-31	$300,003	1,420	+9.8%	Shares	Sole	2021-01-29
2020-09-30	$266,745	1,293	—	Shares	Sole	2020-10-29
No filing history on record for this holder in this stock.