NWAM LLC

Position in AON — Aon plc

CIK 1655006 MERCER ISLAND, WA

Position in AON

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$373,151

+$7,765 QoQ

Shares Held

1,125

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#821

of 1,246 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NWAM LLC holds $603,822 across 2 Insurance Brokers names. AON ranks #1 (61.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AON	Aon plc This page	1,125	$373,151
2	MRSH	Marsh & Mclennan Companies, Inc.	1,384	$230,671

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$373,151	1,125	-0.6%	Shares	Sole	2026-07-23
2026-03-31	$365,386	1,132	-0.8%	Shares	Sole	2026-05-04
2025-12-31	$402,636	1,141	+1.2%	Shares	Sole	2026-02-04
2025-09-30	$401,865	1,127	+0.5%	Shares	Sole	2026-02-04
2025-06-30	$399,927	1,121	+1.5%	Shares	Sole	2026-02-04
2025-03-31	$440,595	1,104	+0.4%	Shares	Sole	2025-05-05
2024-12-31	$395,076	1,100	+0.4%	Shares	Sole	2025-02-05
2024-09-30	$379,205	1,096	-0.6%	Shares	Sole	2024-11-12
2023-09-30	$357,614	1,103	-18.1%	Shares	Sole	2023-11-01
2023-06-30	$464,984	1,347	-8.0%	Shares	Sole	2023-08-10
2022-12-31	$439,404	1,464	+1.0%	Shares	Sole	2023-02-08
2022-09-30	$388,411	1,450	-4.1%	Shares	Sole	2022-11-14
2022-06-30	$407,756	1,512	+0.1%	Shares	Sole	2022-08-10
2022-03-31	$492,026	1,511	+0.8%	Shares	Sole	2022-05-12
2021-12-31	$450,539	1,499	-5.4%	Shares	Sole	2022-02-10
2021-09-30	$452,945	1,585	-0.8%	Shares	Sole	2021-11-03
2021-06-30	$381,538	1,598	-4.5%	Shares	Sole	2021-08-04
2021-03-31	$384,974	1,673	0.0%	Shares	Sole	2021-04-23
2020-12-31	$353,454	1,673	-1.0%	Shares	Sole	2021-01-22
2020-06-30	$325,494	1,690	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.