Wealthspire Advisors, LLC

Position in AON — Aon plc

CIK 1646247 NEW YORK, NY

Position in AON

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$240,947,576

-$76,692,152 QoQ

Shares Held

726,424

-26.2% QoQ

Ownership

0.342%

of shares outstanding

% of Portfolio

4.37%

of 13F equity value

Holder Rank

#45

of 1,247 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $245,222,710 across 3 Insurance Brokers names. AON ranks #1 (98.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	726,424	$240,947,576
2	AJG	Arthur J. Gallagher & Co.	13,761	$3,159,112
3	MRSH	Marsh & Mclennan Companies, Inc.	6,696	$1,116,022

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,947,576	726,424	-26.2%	Shares	Sole	2026-08-11
2026-03-31	$317,639,728	984,075	+259.7%	Shares	Sole	2026-05-01
2025-12-31	$96,546,556	273,596	+18.5%	Shares	Sole	2026-02-13
2025-09-30	$82,318,989	230,857	-1.0%	Shares	Sole	2025-11-14
2025-06-30	$83,182,875	233,162	-19.1%	Shares	Sole	2025-08-11
2025-03-31	$114,990,599	288,132	-2.9%	Shares	Sole	2025-05-09
2024-12-31	$106,620,955	296,862	+5.1%	Shares	Sole	2025-02-04
2024-09-30	$97,769,508	282,579	-7.1%	Shares	Sole	2024-11-13
2024-06-30	$89,329,054	304,275	+3565.1%	Shares	Sole	2024-08-08
2024-03-31	$2,770,543	8,302	-22.7%	Shares	Sole	2024-05-06
2023-12-31	$3,126,136	10,742	+8.4%	Shares	Sole	2024-02-07
2023-09-30	$3,213,344	9,911	+131.6%	Shares	Sole	2023-11-06
2023-06-30	$1,477,456	4,280	+1.1%	Shares	Sole	2023-08-01
2023-03-31	$1,335,253	4,235	-9.8%	Shares	Sole	2023-05-09
2022-12-31	$1,409,157	4,695	+8.3%	Shares	Sole	2023-02-14
2022-09-30	$1,160,948	4,334	+1.6%	Shares	Sole	2022-11-14
2022-06-30	$1,150,454	4,266	+405.5%	Shares	Sole	2022-08-09
2022-03-31	$274,831	844	-81.2%	Shares	Sole	2022-05-09
2021-12-31	$1,346,508	4,480	+1.0%	Shares	Sole	2022-02-14
2021-09-30	$1,267,675	4,436	-9.8%	Shares	Sole	2021-11-15
2021-03-31	$1,131,680	4,918	+16.0%	Shares	Sole	2021-05-17
2020-12-31	$895,784	4,240	+0.8%	Shares	Sole	2021-02-16
2020-09-30	$867,491	4,205	+20.8%	Shares	Sole	2020-11-16
2020-06-30	$670,633	3,482	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.