Sowell Financial Services LLC

Position in AON — Aon plc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in AON

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$363,200

+$17,826 QoQ

Shares Held

1,095

+2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#834

of 1,246 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $1,032,429 across 3 Insurance Brokers names. AON ranks #2 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	2,474	$412,341
2	AON	Aon plc This page	1,095	$363,200
3	AJG	Arthur J. Gallagher & Co.	1,119	$256,888

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,200	1,095	+2.3%	Shares	Sole	2026-07-20
2026-03-31	$345,374	1,070	+5.2%	Shares	Sole	2026-04-20
2025-12-31	$358,878	1,017	+6.2%	Shares	Sole	2026-01-21
2025-09-30	$341,603	958	+13.2%	Shares	Sole	2025-10-17
2025-06-30	$301,818	846	+29.8%	Shares	Sole	2025-07-14
2025-03-31	$260,206	652	-36.0%	Shares	Sole	2025-04-17
2021-03-31	$234,482	1,019	+9.2%	Shares	Sole	2021-05-07
2020-12-31	$197,114	933	+26.3%	Shares	Sole	2021-01-13
2020-09-30	$152,455	739	+0.8%	Shares	Sole	2020-11-12
2020-06-30	$141,175	733	-40.8%	Shares	Sole	2020-08-13
2020-03-31	$204,319	1,238	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.