Valeo Financial Advisors, LLC

Position in AON — Aon plc

CIK 1722641 CARMEL, IN

Position in AON

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$381,775

+$85,141 QoQ

Shares Held

1,151

+25.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#814

of 1,246 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $2,313,698 across 4 Insurance Brokers names. AON ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	6,319	$1,053,187
2	AJG	Arthur J. Gallagher & Co.	2,952	$677,690
3	AON	Aon plc This page	1,151	$381,775
4	BRO	Brown & Brown, Inc.	3,134	$201,046

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$381,775	1,151	+25.2%	Shares	Sole	2026-07-08
2026-03-31	$296,634	919	-60.6%	Shares	Sole	2026-05-08
2025-12-31	$822,916	2,332	-1.0%	Shares	Sole	2026-02-04
2025-09-30	$839,745	2,355	-3.2%	Shares	Sole	2025-11-03
2025-06-30	$868,353	2,434	+7.6%	Shares	Sole	2025-09-12
2025-03-31	$903,140	2,263	+4.7%	Shares	Sole	2025-04-30
2024-12-31	$776,503	2,162	-1.8%	Shares	Sole	2025-01-30
2024-09-30	$761,523	2,201	+18.3%	Shares	Sole	2024-10-10
2024-06-30	$546,352	1,861	+7.8%	Shares	Sole	2024-07-10
2024-03-31	$576,000	1,726	-19.9%	Shares	Sole	2024-04-25
2023-12-31	$627,439	2,156	-11.3%	Shares	Sole	2024-01-29
2023-09-30	$788,178	2,431	+19.1%	Shares	Sole	2023-10-20
2023-06-30	$704,553	2,041	-11.0%	Shares	Sole	2023-07-14
2023-03-31	$723,275	2,294	+24.1%	Shares	Sole	2023-04-17
2022-12-31	$554,658	1,848	+41.4%	Shares	Sole	2023-02-09
2022-09-30	$350,106	1,307	-17.9%	Shares	Sole	2022-10-31
2022-06-30	$429,330	1,592	-10.6%	Shares	Sole	2022-08-03
2022-03-31	$579,947	1,781	+4.8%	Shares	Sole	2022-04-28
2021-12-31	$510,952	1,700	+2.3%	Shares	Sole	2022-01-07
2021-09-30	$474,663	1,661	+7.1%	Shares	Sole	2021-11-02
2021-06-30	$370,316	1,551	-9.4%	Shares	Sole	2021-07-22
2021-03-31	$393,718	1,711	+23.4%	Shares	Sole	2021-04-12
2020-12-31	$293,031	1,387	+0.4%	Shares	Sole	2021-02-11
2020-09-30	$284,900	1,381	-6.4%	Shares	Sole	2020-10-28
2020-06-30	$284,277	1,476	-3.5%	Shares	Sole	2020-07-20
2020-03-31	$252,511	1,530	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.