Cresset Asset Management, LLC

Position in AON — Aon plc

CIK 1761013 Chicago, IL

Position in AON

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,041,500

-$524,829 QoQ

Shares Held

15,619

-1.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 42.91567962097446.ToString("F0")% Shared 0.ToString("F0")% None 57.08432037902554.ToString("F0")%

Financial Services · as of Mar 31, 2026

Cresset Asset Management, LLC holds $61,327,344 across 7 Insurance Brokers names. AON ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARX	Accelerant Holdings	1,839,620	$24,577,323
2	BRO	Brown & Brown, Inc.	337,486	$22,007,462
3	ERIE	Erie Indemnity Co	20,879	$5,247,101
4	AON	Aon plc This page	15,619	$5,041,500
5	MRSH	Marsh & Mclennan Companies, Inc.	14,247	$2,471,142
6	AJG	Arthur J. Gallagher & Co.	6,370	$1,379,614
7	WTW	Willis Towers Watson PLC	2,075	$603,202

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,041,500	15,619	-1.0%	Shares	Sole	2026-05-15
2025-12-31	$5,566,329	15,774	-3.7%	Shares	Sole	2026-02-17
2025-09-30	$5,839,710	16,377	+16.2%	Shares	Sole	2026-01-22
2025-06-30	$5,027,105	14,091	-26.9%	Shares	Sole	2026-01-22
2025-03-31	$7,692,060	19,274	-1.8%	Shares	Sole	2025-05-13
2024-12-31	$7,048,155	19,624	-81.3%	Shares	Sole	2025-02-14
2024-09-30	$36,346,248	105,050	-4.7%	Shares	Defined	2024-11-14
2024-06-30	$32,370,717	110,262	+81.4%	Shares	Defined	2024-08-14
2024-03-31	$20,289,174	60,797	+29.4%	Shares	Defined	2024-05-15
2023-12-31	$13,676,775	46,996	+12.9%	Shares	Defined	2024-02-14
2023-09-30	$13,499,872	41,638	-1.0%	Shares	Defined	2023-11-14
2023-06-30	$14,522,564	42,070	+1862.2%	Shares	Defined	2023-08-14
2023-03-31	$675,981	2,144	+0.1%	Shares	Sole	2023-05-12
2022-12-31	$642,899	2,142	-38.9%	Shares	Sole	2023-02-14
2022-09-30	$938,884	3,505	+49.4%	Shares	Sole	2022-11-14
2022-06-30	$632,669	2,346	-30.6%	Shares	Sole	2022-08-15
2022-03-31	$1,100,955	3,381	+11.8%	Shares	Sole	2022-05-16
2021-12-31	$908,893	3,024	-36.3%	Shares	Sole	2022-02-10
2021-09-30	$1,355,978	4,745	+8.9%	Shares	Sole	2021-11-15
2021-06-30	$1,040,277	4,357	-8.2%	Shares	Sole	2021-08-10
2021-03-31	$1,091,641	4,744	+63.5%	Shares	Sole	2021-05-12
2020-12-31	$613,105	2,902	+5.8%	Shares	Sole	2021-02-11
2020-09-30	$566,087	2,744	+10.6%	Shares	Sole	2020-11-13
2020-06-30	$477,840	2,481	—	Shares	Defined	2020-08-04
No filing history on record for this holder in this stock.