TRUST POINT INC.

Position in AON — Aon plc

CIK 1635633 LA CROSSE, WI

Position in AON

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$205,316

+$4,547 QoQ

Shares Held

619

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,005

of 1,246 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Financial Services · as of Jun 30, 2026

TRUST POINT INC. holds $2,330,773 across 3 Insurance Brokers names. AON ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	11,099	$1,849,869
2	BRO	Brown & Brown, Inc.	4,296	$275,588
3	AON	Aon plc This page	619	$205,316

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,316	619	-0.5%	Shares	Sole	2026-07-08
2026-03-31	$200,769	622	-33.5%	Shares	Sole	2026-04-15
2025-12-31	$329,942	935	+5.6%	Shares	Sole	2026-01-13
2025-09-30	$315,573	885	+50.5%	Shares	Sole	2025-10-10
2025-06-30	$209,774	588	-6.5%	Shares	Sole	2025-07-10
2025-03-31	$251,027	629	-33.6%	Shares	Sole	2025-04-17
2024-12-31	$340,124	947	+11.3%	Shares	Sole	2025-01-24
2024-09-30	$294,437	851	+4.5%	Shares	Sole	2024-10-17
2024-06-30	$238,974	814	-9.6%	Shares	Sole	2024-07-24
2024-03-31	$300,348	900	-63.1%	Shares	Sole	2024-04-19
2023-12-31	$708,924	2,436	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.