Biltmore Family Office, LLC

Family Office

Position in AON — Aon plc

CIK 1731123 CHARLOTTE, NC

Position in AON

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,467,064

+$97,832 QoQ

Shares Held

4,423

+4.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#523

of 1,247 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Biltmore Family Office, LLC holds $1,822,208 across 2 Insurance Brokers names. AON ranks #1 (80.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AON	Aon plc This page	4,423	$1,467,064
2	AJG	Arthur J. Gallagher & Co.	1,547	$355,144

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,467,064	4,423	+4.3%	Shares	Sole	2026-08-12
2026-03-31	$1,369,232	4,242	-74.4%	Shares	Sole	2026-05-11
2025-12-31	$5,844,398	16,562	+0.1%	Shares	Sole	2026-02-04
2025-09-30	$5,901,042	16,549	0.0%	Shares	Sole	2025-10-31
2025-06-30	$5,904,021	16,549	-1.8%	Shares	Sole	2025-08-01
2025-03-31	$6,724,666	16,850	-2.9%	Shares	Sole	2025-05-12
2024-12-31	$6,231,426	17,350	-1.2%	Shares	Sole	2025-02-12
2024-09-30	$6,074,546	17,557	+0.4%	Shares	Sole	2024-11-12
2024-06-30	$5,133,246	17,485	0.0%	Shares	Sole	2024-08-07
2024-03-31	$5,835,094	17,485	0.0%	Shares	Sole	2024-05-14
2023-12-31	$5,088,484	17,485	0.0%	Shares	Sole	2024-02-14
2023-09-30	$5,668,986	17,485	0.0%	Shares	Sole	2023-11-14
2023-06-30	$6,035,822	17,485	-4.3%	Shares	Sole	2023-08-07
2023-03-31	$5,759,717	18,268	-17.4%	Shares	Sole	2023-05-12
2022-12-31	$6,641,497	22,128	0.0%	Shares	Sole	2023-02-07
2022-09-30	$5,927,427	22,128	+0.0%	Shares	Sole	2022-11-10
2022-06-30	$5,966,400	22,124	0.0%	Shares	Sole	2022-08-04
2022-03-31	$7,204,238	22,124	-56.8%	Shares	Sole	2022-05-12
2021-12-31	$15,380,857	51,174	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.