Crewe Advisors LLC

Position in AON — Aon plc

CIK 1730033 SALT LAKE CITY, UT

Position in AON

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,980

+$99 QoQ

Shares Held

+9.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,191

of 1,247 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crewe Advisors LLC holds $48,366 across 5 Insurance Brokers names. AON ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC	95	$24,830
2	AJG	Arthur J. Gallagher & Co.	56	$12,855
3	BRO	Brown & Brown, Inc.	97	$6,222
4	AON	Aon plc This page	12	$3,980
5	ERIE	Erie Indemnity Co	2	$479

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,980	12	+9.1%	Shares	Sole	2026-07-24
2025-12-31	$3,881	11	-71.8%	Shares	Sole	2026-01-16
2024-09-30	$13,493	39	+5.4%	Shares	Sole	2024-11-12
2024-06-30	$10,862	37	0.0%	Shares	Sole	2024-07-29
2024-03-31	$12,347	37	+208.3%	Shares	Sole	2024-05-14
2023-09-30	$3,890	12	-7.7%	Shares	Sole	2023-11-09
2023-06-30	$4,487	13	-90.8%	Shares	Sole	2023-07-28
2023-03-31	$44,455	141	-47.8%	Shares	Sole	2023-05-12
2022-12-31	$81,037	270	-21.3%	Shares	Sole	2023-02-08
2022-09-30	$91,879	343	+27.0%	Shares	Sole	2022-11-14
2022-06-30	$72,813	270	+592.3%	Shares	Sole	2022-08-02
2020-09-30	$8,045	39	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.