PERSONAL CFO SOLUTIONS, LLC

Position in AON — Aon plc

CIK 1677501 CHESTER, NJ

Position in AON

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,324,438

-$719,082 QoQ

Shares Held

3,993

-36.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#536

of 1,246 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $2,346,850 across 3 Insurance Brokers names. AON ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	3,993	$1,324,438
2	MRSH	Marsh & Mclennan Companies, Inc.	3,195	$532,510
3	AJG	Arthur J. Gallagher & Co.	2,134	$489,902

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,324,438	3,993	-36.9%	Shares	Sole	2026-08-07
2026-03-31	$2,043,520	6,331	+28.2%	Shares	Sole	2026-04-30
2025-12-31	$1,742,168	4,937	-4.9%	Shares	Defined	2026-01-22
2025-09-30	$1,852,076	5,194	-3.9%	Shares	Defined	2025-11-10
2025-06-30	$1,927,574	5,403	-6.6%	Shares	Defined	2025-08-12
2025-03-31	$2,308,336	5,784	+76.7%	Shares	Defined	2025-04-30
2024-12-31	$1,175,889	3,274	-19.5%	Shares	Defined	2025-02-07
2024-09-30	$1,407,487	4,068	+5.6%	Shares	Defined	2024-11-14
2024-06-30	$1,131,163	3,853	-12.5%	Shares	Defined	2024-08-09
2024-03-31	$1,468,701	4,401	+1.4%	Shares	Defined	2024-05-13
2023-12-31	$1,263,608	4,342	-33.1%	Shares	Defined	2024-02-13
2023-09-30	$2,102,890	6,486	-0.0%	Shares	Defined	2023-11-13
2023-06-30	$2,240,002	6,489	+1.5%	Shares	Defined	2023-08-10
2023-03-31	$2,016,279	6,395	-1.3%	Shares	Defined	2023-05-09
2022-12-31	$1,944,907	6,480	+39.2%	Shares	Defined	2023-02-14
2022-09-30	$1,247,202	4,656	-0.0%	Shares	Defined	2022-11-01
2022-06-30	$1,255,899	4,657	-2.4%	Shares	Defined	2022-08-05
2022-03-31	$1,553,580	4,771	+16.1%	Shares	Defined	2022-05-02
2021-12-31	$1,235,602	4,111	-1.4%	Shares	Defined	2022-02-11
2021-09-30	$1,191,660	4,170	+11.1%	Shares	Defined	2021-11-18
2021-06-30	$896,543	3,755	+7.7%	Shares	Defined	2021-07-22
2021-03-31	$802,623	3,488	+0.2%	Shares	Defined	2021-04-21
2020-12-31	$735,219	3,480	-0.6%	Shares	Defined	2021-02-09
2020-09-30	$1,000	3,502	—	Shares	Defined	2020-11-02
No filing history on record for this holder in this stock.