New Capital Management LP

Position in AON — Aon plc

CIK 1696731 HOUSTON, TX

Position in AON

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$234,504

+$6,299 QoQ

Shares Held

707

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#963

of 1,247 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

New Capital Management LP holds $234,504 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AON	Aon plc This page	707	$234,504

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,504	707	0.0%	Shares	Sole	2026-07-14
2026-03-31	$228,205	707	0.0%	Shares	Sole	2026-04-14
2025-12-31	$249,486	707	0.0%	Shares	Sole	2026-01-20
2025-09-30	$252,102	707	-4.6%	Shares	Sole	2025-10-08
2025-06-30	$264,359	741	0.0%	Shares	Sole	2025-07-07
2025-03-31	$295,725	741	0.0%	Shares	Sole	2025-04-29
2024-12-31	$266,137	741	0.0%	Shares	Sole	2025-01-13
2024-09-30	$256,378	741	0.0%	Shares	Sole	2024-10-07
2024-06-30	$217,542	741	0.0%	Shares	Sole	2024-07-11
2024-03-31	$247,286	741	0.0%	Shares	Sole	2024-04-09
2023-12-31	$215,645	741	0.0%	Shares	Sole	2024-01-19
2023-09-30	$240,247	741	0.0%	Shares	Sole	2023-10-12
2023-03-31	$233,629	741	0.0%	Shares	Sole	2023-04-06
2022-12-31	$222,403	741	0.0%	Shares	Sole	2023-01-11
2022-06-30	$199,832	741	0.0%	Shares	Sole	2022-07-08
2022-03-31	$241,291	741	0.0%	Shares	Sole	2022-04-08
2021-12-31	$222,714	741	0.0%	Shares	Sole	2022-01-28
2021-09-30	$211,755	741	—	Shares	Sole	2021-10-07
No filing history on record for this holder in this stock.