Proficio Capital Partners LLC

Position in AON — Aon plc

CIK 1654175 NEWTON, MA

Position in AON

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$557,239

+$64,911 QoQ

Shares Held

1,680

+21.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#721

of 1,247 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Proficio Capital Partners LLC holds $2,035,388 across 4 Insurance Brokers names. AON ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	4,171	$695,180
2	AON	Aon plc This page	1,680	$557,239
3	WTW	Willis Towers Watson PLC	1,712	$447,465
4	BRO	Brown & Brown, Inc.	5,230	$335,504

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$557,239	1,680	+21.7%	Shares	Sole	2026-08-17
2025-06-30	$492,328	1,380	+27.8%	Shares	Sole	2025-08-07
2025-03-31	$431,017	1,080	-0.7%	Shares	Sole	2025-05-06
2024-12-31	$390,766	1,088	+20.0%	Shares	Sole	2025-02-06
2024-09-30	$313,812	907	-9.9%	Shares	Sole	2024-11-01
2024-06-30	$295,635	1,007	-0.9%	Shares	Sole	2024-07-25
2024-03-31	$339,059	1,016	+3.9%	Shares	Sole	2024-05-02
2023-12-31	$284,617	978	-2.9%	Shares	Sole	2024-02-13
2023-09-30	$326,489	1,007	+6.2%	Shares	Sole	2023-10-18
2023-06-30	$327,249	948	+0.9%	Shares	Sole	2023-08-14
2023-03-31	$296,372	940	+1.1%	Shares	Sole	2023-04-21
2022-12-31	$279,130	930	+7.0%	Shares	Sole	2023-01-30
2022-09-30	$232,779	869	+6.5%	Shares	Sole	2022-10-11
2022-06-30	$220,058	816	-0.2%	Shares	Sole	2022-08-15
2022-03-31	$266,365	818	+22.1%	Shares	Sole	2022-05-13
2021-12-31	$201,375	670	-49.9%	Shares	Sole	2022-02-11
2021-03-31	$307,426	1,336	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.