Position in AON
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$309,223
-$3,789,831 QoQ
Shares Held
958
-91.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Capital Planning Advisors, LLC holds $719,605 across 2 Insurance Brokers names. AON ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,366 | $410,382 | |
| 2 | AON |
Aon plc
This page
|
958 | $309,223 |
All Filings in AON
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $309,223 | 958 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,099,054 | 11,616 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,408,398 | 12,363 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,811,978 | 13,488 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,417,247 | 13,574 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,888,167 | 13,610 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,308,267 | 12,452 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,753,420 | 12,785 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,075,054 | 12,211 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,454,698 | 11,871 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,823,526 | 11,793 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,058,861 | 11,758 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,535,977 | 11,215 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,522,443 | 11,736 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,536,461 | 9,469 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,404,736 | 8,917 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,872,056 | 8,820 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,688,809 | 8,946 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,512,204 | 8,791 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,068,139 | 8,662 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,984,468 | 8,624 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,287,268 | 6,093 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,543,330 | 7,481 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,393,461 | 7,235 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||