Anchor Investment Management, LLC

Position in AON — Aon plc

CIK 1634149 COLUMBIA, SC

Position in AON

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$25,822

-$2,408 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Anchor Investment Management, LLC holds $2,244,826 across 5 Insurance Brokers names. AON ranks #3 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	9,189	$1,990,153
2	BRO	Brown & Brown, Inc.	3,191	$208,085
3	AON	Aon plc This page	80	$25,822
4	MRSH	Marsh & Mclennan Companies, Inc.	108	$18,732
5	WTW	Willis Towers Watson PLC	7	$2,034

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,822	80	0.0%	Shares	Sole	2026-05-01
2025-12-31	$28,230	80	0.0%	Shares	Sole	2026-02-26
2025-09-30	$28,526	80	0.0%	Shares	Sole	2025-11-14
2025-06-30	$28,540	80	0.0%	Shares	Sole	2025-08-19
2025-03-31	$31,927	80	0.0%	Shares	Sole	2025-05-20
2024-12-31	$28,732	80	-20.8%	Shares	Sole	2025-02-13
2024-09-30	$34,944	101	+1162.5%	Shares	Sole	2024-11-21
2024-06-30	$2,348	8	0.0%	Shares	Sole	2024-09-20
2024-03-31	$2,669	8	-93.6%	Shares	Sole	2024-05-15
2020-06-30	$24,075	125	0.0%	Shares	Sole	2024-01-02
2020-03-31	$20,630	125	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.