Connecticut Wealth Management, LLC

Position in AON — Aon plc

CIK 1689829 FARMINGTON, CT

Position in AON

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

Position Value

$744,312

-$12,284 QoQ

Shares Held

2,244

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#654

of 1,246 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $2,352,044 across 4 Insurance Brokers names. AON ranks #2 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	3,664	$841,144
2	AON	Aon plc This page	2,244	$744,312
3	MRSH	Marsh & Mclennan Companies, Inc.	2,945	$490,843
4	WTW	Willis Towers Watson PLC	1,055	$275,745

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$744,312	2,244	-4.3%	Shares	Sole	2026-07-29
2026-03-31	$756,596	2,344	0.0%	Shares	Sole	2026-05-01
2025-12-31	$827,150	2,344	0.0%	Shares	Sole	2026-02-12
2025-09-30	$835,823	2,344	-7.9%	Shares	Sole	2025-11-13
2025-06-30	$907,597	2,544	-1.5%	Shares	Sole	2025-08-14
2025-03-31	$1,030,450	2,582	-1.1%	Shares	Sole	2025-05-15
2024-12-31	$938,125	2,612	+3.4%	Shares	Sole	2025-02-18
2024-09-30	$874,316	2,527	-3.3%	Shares	Sole	2024-11-13
2024-06-30	$766,830	2,612	+4.0%	Shares	Sole	2024-08-13
2024-03-31	$838,304	2,512	-3.3%	Shares	Sole	2024-05-01
2023-12-31	$755,778	2,597	+39.5%	Shares	Sole	2024-02-06
2023-09-30	$603,373	1,861	+135.3%	Shares	Sole	2023-10-19
2023-06-30	$273,053	791	—	Shares	Sole	2023-07-25
No filing history on record for this holder in this stock.