OneDigital Investment Advisors LLC

Position in AON — Aon plc

CIK 1690370 OVERLAND PARK, KS

Position in AON

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

Position Value

$1,766,249

+$84,243 QoQ

Shares Held

5,325

+2.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#486

of 1,246 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $6,422,255 across 5 Insurance Brokers names. AON ranks #1 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	5,325	$1,766,249
2	MRSH	Marsh & Mclennan Companies, Inc.	9,373	$1,562,197
3	AJG	Arthur J. Gallagher & Co.	5,177	$1,188,483
4	CRVL	Corvel Corp	17,616	$1,101,352
5	WTW	Willis Towers Watson PLC	3,076	$803,974

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,766,249	5,325	+2.2%	Shares	Sole	2026-08-07
2026-03-31	$1,682,006	5,211	-4.2%	Shares	Sole	2026-05-08
2025-12-31	$1,920,372	5,442	-16.2%	Shares	Sole	2026-02-13
2025-09-30	$2,316,343	6,496	-10.7%	Shares	Sole	2025-11-10
2025-06-30	$2,594,001	7,271	-6.5%	Shares	Sole	2025-08-07
2025-03-31	$3,102,126	7,773	-14.5%	Shares	Sole	2025-04-29
2024-12-31	$3,264,405	9,089	-7.2%	Shares	Sole	2025-02-13
2024-09-30	$3,387,242	9,790	-18.0%	Shares	Sole	2024-11-06
2024-06-30	$3,503,290	11,933	+217.4%	Shares	Sole	2024-08-02
2024-03-31	$1,254,787	3,760	+0.9%	Shares	Sole	2024-05-10
2023-12-31	$1,084,340	3,726	+10.6%	Shares	Sole	2024-02-13
2023-09-30	$1,092,297	3,369	-9.3%	Shares	Sole	2023-11-14
2023-06-30	$1,282,072	3,714	-2.0%	Shares	Sole	2023-08-07
2023-03-31	$1,194,949	3,790	+56.7%	Shares	Sole	2023-05-10
2022-12-31	$725,738	2,418	-5.0%	Shares	Sole	2023-02-02
2022-09-30	$681,997	2,546	+75.1%	Shares	Sole	2022-11-08
2022-06-30	$392,114	1,454	+0.7%	Shares	Sole	2022-08-08
2022-03-31	$470,209	1,444	-6.2%	Shares	Sole	2022-05-05
2021-12-31	$462,862	1,540	+3.3%	Shares	Sole	2022-02-23
2021-09-30	$426,083	1,491	-28.5%	Shares	Sole	2021-11-05
2021-06-30	$497,814	2,085	+51.7%	Shares	Sole	2021-08-09
2021-03-31	$316,171	1,374	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.