Belpointe Asset Management LLC

Position in AON — Aon plc

CIK 1721242 RENO, NV

Position in AON

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$680,296

+$26,990 QoQ

Shares Held

2,051

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#676

of 1,247 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 32% Shared 68% None 0%

Financial Services · as of Jun 30, 2026

Belpointe Asset Management LLC holds $3,256,449 across 5 Insurance Brokers names. AON ranks #3 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	5,386	$1,236,464
2	MRSH	Marsh & Mclennan Companies, Inc.	5,909	$984,853
3	AON	Aon plc This page	2,051	$680,296
4	BRO	Brown & Brown, Inc.	3,608	$231,453
5	CRD-A	Crawford & Co	10,948	$123,383

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$680,296	2,051	+1.3%	Shares	Other	2026-07-31
2026-03-31	$653,306	2,024	-43.8%	Shares	Other	2026-04-28
2025-12-31	$1,270,015	3,599	+29.9%	Shares	Other	2026-01-27
2025-09-30	$987,726	2,770	-2.4%	Shares	Other	2025-11-03
2025-06-30	$1,012,841	2,839	-24.9%	Shares	Other	2025-07-22
2025-03-31	$1,508,161	3,779	+291.2%	Shares	Other	2025-05-20
2024-12-31	$346,948	966	-4.5%	Shares	Sole	2025-02-13
2024-09-30	$350,141	1,012	+22.4%	Shares	Sole	2024-11-13
2024-06-30	$242,790	827	+14.4%	Shares	Sole	2024-08-02
2024-03-31	$241,279	723	-24.4%	Shares	Sole	2024-05-08
2023-12-31	$278,215	956	+8.1%	Shares	Sole	2024-02-13
2023-09-30	$286,610	884	-53.8%	Shares	Sole	2023-11-15
2023-03-31	$602,834	1,912	-32.4%	Shares	Sole	2023-05-15
2022-12-31	$849,396	2,830	+14.3%	Shares	Sole	2023-02-08
2022-09-30	$663,513	2,477	+71.1%	Shares	Sole	2022-11-14
2022-06-30	$390,496	1,448	+17.2%	Shares	Sole	2022-08-02
2022-03-31	$402,153	1,235	-3.4%	Shares	Sole	2022-04-28
2021-12-31	$384,115	1,278	-2.7%	Shares	Sole	2022-02-15
2021-09-30	$375,216	1,313	-23.2%	Shares	Sole	2021-11-15
2021-06-30	$408,040	1,709	+2.1%	Shares	Sole	2021-08-09
2021-03-31	$385,204	1,674	+0.1%	Shares	Sole	2021-05-14
2020-12-31	$353,243	1,672	+0.7%	Shares	Sole	2021-02-16
2020-09-30	$342,458	1,660	+85.1%	Shares	Sole	2020-11-13
2020-06-30	$172,762	897	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.