Triumph Capital Management

Position in AON — Aon plc

CIK 1730765 DENVER, CO

Position in AON

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,642,860

+$44,454 QoQ

Shares Held

4,953

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#501

of 1,246 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triumph Capital Management holds $1,689,378 across 4 Insurance Brokers names. AON ranks #1 (97.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	4,953	$1,642,860
2	MRSH	Marsh & Mclennan Companies, Inc.	274	$45,667
3	AJG	Arthur J. Gallagher & Co.	3	$688
4	LIFE	Ethos Technologies Inc.	9	$163

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,642,860	4,953	+0.0%	Shares	Sole	2026-07-21
2026-03-31	$1,598,406	4,952	+0.0%	Shares	Sole	2026-05-13
2025-12-31	$1,746,756	4,950	+0.0%	Shares	Sole	2026-02-12
2025-09-30	$1,764,714	4,949	0.0%	Shares	Sole	2025-12-23
2025-06-30	$1,765,605	4,949	+2.1%	Shares	Sole	2025-12-29
2025-03-31	$1,935,187	4,849	-4.0%	Shares	Sole	2025-05-06
2024-12-31	$1,813,398	5,049	-16.5%	Shares	Sole	2025-02-14
2024-09-30	$2,092,893	6,049	-9.0%	Shares	Sole	2025-02-14
2024-06-30	$1,952,013	6,649	+3.1%	Shares	Sole	2025-02-14
2024-03-31	$2,152,494	6,450	-3.0%	Shares	Sole	2024-04-25
2023-12-31	$1,935,283	6,650	+11.8%	Shares	Sole	2024-02-05
2023-09-30	$1,929,109	5,950	-7.7%	Shares	Sole	2023-10-31
2023-06-30	$2,226,194	6,449	0.0%	Shares	Sole	2023-08-03
2023-03-31	$2,033,305	6,449	0.0%	Shares	Sole	2023-05-08
2022-12-31	$1,935,602	6,449	0.0%	Shares	Sole	2023-01-31
2022-09-30	$1,727,493	6,449	0.0%	Shares	Sole	2022-11-01
2022-06-30	$1,739,166	6,449	-7.2%	Shares	Sole	2022-08-02
2022-03-31	$2,262,802	6,949	0.0%	Shares	Sole	2022-05-03
2021-12-31	$2,088,591	6,949	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.