Aptus Capital Advisors, LLC

Position in AON — Aon plc

CIK 1664193 FAIRHOPE, AL

Position in AON

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,100,065

+$295,808 QoQ

Shares Held

15,376

+3.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#350

of 1,247 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $12,414,159 across 5 Insurance Brokers names. AON ranks #1 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	15,376	$5,100,065
2	MRSH	Marsh & Mclennan Companies, Inc.	30,292	$5,048,767
3	AJG	Arthur J. Gallagher & Co.	3,932	$902,669
4	BWIN	Baldwin Insurance Group, Inc.	29,632	$787,618
5	BRO	Brown & Brown, Inc.	8,964	$575,040

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,100,065	15,376	+3.3%	Shares	Sole	2026-08-12
2026-03-31	$4,804,257	14,884	+980.1%	Shares	Sole	2026-05-11
2025-12-31	$486,268	1,378	-2.4%	Shares	Sole	2026-02-13
2025-09-30	$503,490	1,412	-5.7%	Shares	Sole	2025-11-12
2025-06-30	$534,069	1,497	+4.8%	Shares	Sole	2025-08-11
2025-03-31	$569,900	1,428	+8.0%	Shares	Sole	2025-05-13
2024-12-31	$474,809	1,322	+27.9%	Shares	Sole	2025-02-14
2024-09-30	$357,753	1,034	+10.1%	Shares	Sole	2024-11-05
2024-06-30	$275,671	939	+14.8%	Shares	Sole	2024-07-31
2024-03-31	$272,982	818	+16.0%	Shares	Sole	2024-05-15
2023-12-31	$205,169	705	-7.2%	Shares	Sole	2024-02-13
2023-09-30	$246,407	760	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.