MV CAPITAL MANAGEMENT, INC.

Position in AON — Aon plc

CIK 1633366 BETHESDA, MD

Position in AON

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

Position Value

$3,254,542

+$133,583 QoQ

Shares Held

9,812

+1.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#405

of 1,246 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $3,484,611 across 6 Insurance Brokers names. AON ranks #1 (93.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	9,812	$3,254,542
2	MRSH	Marsh & Mclennan Companies, Inc.	973	$162,169
3	AJG	Arthur J. Gallagher & Co.	146	$33,517
4	WTW	Willis Towers Watson PLC	82	$21,432
5	BRO	Brown & Brown, Inc.	172	$11,033
6	ERIE	Erie Indemnity Co	8	$1,918

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,254,542	9,812	+1.5%	Shares	Sole	2026-07-30
2026-03-31	$3,120,959	9,669	+1.6%	Shares	Sole	2026-04-30
2025-12-31	$3,356,947	9,513	+2.5%	Shares	Sole	2026-02-23
2025-09-30	$3,309,418	9,281	+16.9%	Shares	Sole	2026-02-23
2025-06-30	$2,831,960	7,938	-2.5%	Shares	Sole	2025-08-08
2025-03-31	$3,248,991	8,141	-1.2%	Shares	Sole	2025-04-15
2024-12-31	$2,958,041	8,236	-0.2%	Shares	Sole	2025-02-12
2024-09-30	$2,855,109	8,252	-31.3%	Shares	Sole	2024-11-04
2024-06-30	$3,528,831	12,020	+1.5%	Shares	Sole	2024-08-01
2024-03-31	$3,952,245	11,843	+19.4%	Shares	Sole	2024-04-18
2023-12-31	$2,887,500	9,922	+1.3%	Shares	Sole	2024-01-29
2023-09-30	$3,175,086	9,793	+2.4%	Shares	Sole	2023-11-07
2023-06-30	$3,302,873	9,568	+6.1%	Shares	Sole	2023-08-03
2023-03-31	$2,842,969	9,017	+1.1%	Shares	Sole	2023-04-26
2022-12-31	$2,677,248	8,920	+1.3%	Shares	Sole	2023-01-27
2022-09-30	$2,359,131	8,807	-0.8%	Shares	Sole	2022-10-24
2022-06-30	$2,394,758	8,880	+0.3%	Shares	Sole	2022-07-19
2022-03-31	$2,884,104	8,857	+1.2%	Shares	Sole	2022-05-09
2021-12-31	$2,631,102	8,754	+2.8%	Shares	Sole	2022-02-02
2021-09-30	$2,434,188	8,518	+5.7%	Shares	Sole	2021-11-12
2021-06-30	$1,923,928	8,058	+0.3%	Shares	Sole	2021-08-03
2021-03-31	$1,847,783	8,030	+13.3%	Shares	Sole	2021-05-12
2020-12-31	$1,497,481	7,088	+14.2%	Shares	Sole	2021-02-08
2020-09-30	$1,279,885	6,204	+17.2%	Shares	Sole	2020-11-12
2020-06-30	$1,019,431	5,293	—	Shares	Sole	2020-08-04
No filing history on record for this holder in this stock.