Cornerstone Advisory, LLC

Position in AON — Aon plc

CIK 1668189 HUNT VALLEY, MD

Position in AON

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$212,944

+$9,270 QoQ

Shares Held

642

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#991

of 1,247 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Advisory, LLC holds $514,616 across 2 Insurance Brokers names. AON ranks #2 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MRSH	Marsh & Mclennan Companies, Inc.	1,810	$301,672
2	AON	Aon plc This page	642	$212,944

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,944	642	+1.7%	Shares	Sole	2026-07-29
2026-03-31	$203,674	631	+3.8%	Shares	Sole	2026-05-04
2025-12-31	$214,551	608	0.0%	Shares	Sole	2026-01-28
2025-09-30	$216,800	608	+1.7%	Shares	Sole	2025-11-07
2025-06-30	$213,342	598	-0.8%	Shares	Sole	2025-07-30
2025-03-31	$240,651	603	-5.6%	Shares	Sole	2025-05-07
2024-12-31	$229,503	639	+7.2%	Shares	Sole	2025-02-18
2024-09-30	$206,210	596	-38.0%	Shares	Sole	2024-11-12
2023-03-31	$303,308	962	+0.7%	Shares	Sole	2023-05-04
2022-12-31	$286,633	955	+0.2%	Shares	Sole	2023-02-13
2022-09-30	$255,280	953	0.0%	Shares	Sole	2022-10-26
2022-06-30	$257,005	953	0.0%	Shares	Sole	2022-08-02
2022-03-31	$310,325	953	-32.5%	Shares	Sole	2022-05-20
2021-12-31	$424,390	1,412	+48.3%	Shares	Sole	2022-02-23
2021-09-30	$272,053	952	0.0%	Shares	Sole	2021-11-16
2021-06-30	$227,299	952	0.0%	Shares	Sole	2021-08-16
2021-03-31	$219,064	952	0.0%	Shares	Sole	2021-05-13
2020-12-31	$201,129	952	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.