Beacon Pointe Advisors, LLC

Position in AON — Aon plc

CIK 1744317 NEWPORT BEACH, CA

Position in AON

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$1,143,998

-$760,081 QoQ

Shares Held

3,449

-41.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#559

of 1,247 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $20,126,598 across 4 Insurance Brokers names. AON ranks #3 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	67,904	$15,588,721
2	MRSH	Marsh & Mclennan Companies, Inc.	18,848	$3,141,396
3	AON	Aon plc This page	3,449	$1,143,998
4	WTW	Willis Towers Watson PLC	966	$252,483

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,143,998	3,449	-41.5%	Shares	Sole	2026-08-18
2026-03-31	$1,904,079	5,899	+68.9%	Shares	Sole	2026-05-15
2025-12-31	$1,232,256	3,492	-2.7%	Shares	Sole	2026-02-18
2025-09-30	$1,279,765	3,589	+8.9%	Shares	Sole	2025-11-14
2025-06-30	$1,175,524	3,295	-14.4%	Shares	Sole	2025-08-13
2025-03-31	$1,536,097	3,849	+47.9%	Shares	Sole	2025-05-13
2024-12-31	$934,534	2,602	-16.2%	Shares	Sole	2025-02-14
2024-09-30	$1,073,952	3,104	-7.1%	Shares	Sole	2024-11-14
2024-06-30	$981,144	3,342	-25.0%	Shares	Sole	2024-08-12
2024-03-31	$1,487,056	4,456	-3.7%	Shares	Sole	2024-05-14
2023-12-31	$1,345,967	4,625	-12.1%	Shares	Sole	2024-02-08
2023-09-30	$1,706,045	5,262	+75.8%	Shares	Sole	2023-11-14
2023-06-30	$1,033,183	2,993	+36.2%	Shares	Sole	2023-08-14
2023-03-31	$693,007	2,198	-2.4%	Shares	Sole	2023-05-12
2022-12-31	$675,615	2,251	+6.4%	Shares	Sole	2023-02-14
2022-09-30	$566,545	2,115	+30.8%	Shares	Sole	2022-11-09
2022-06-30	$436,072	1,617	-40.3%	Shares	Sole	2022-08-11
2022-03-31	$882,457	2,710	+59.6%	Shares	Sole	2022-05-17
2021-12-31	$510,350	1,698	-18.4%	Shares	Sole	2022-02-14
2021-09-30	$594,401	2,080	+40.2%	Shares	Sole	2021-11-15
2021-06-30	$354,319	1,484	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.