Summit Financial, LLC

Position in AON — Aon plc

CIK 1765536 PARSIPPANY, NJ

Position in AON

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

Position Value

$710,148

+$136,891 QoQ

Shares Held

2,141

+20.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#666

of 1,254 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial, LLC holds $3,964,011 across 5 Insurance Brokers names. AON ranks #3 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	10,773	$1,795,535
2	BRO	Brown & Brown, Inc.	13,351	$856,466
3	AON	Aon plc This page	2,141	$710,148
4	AJG	Arthur J. Gallagher & Co.	2,330	$534,898
5	SLQT	SelectQuote, Inc.	79,625	$66,964

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$710,148	2,141	+20.6%	Shares	Sole	2026-08-12
2026-03-31	$573,257	1,776	+9.3%	Shares	Sole	2026-05-15
2025-12-31	$573,430	1,625	-1.6%	Shares	Sole	2026-02-13
2025-09-30	$589,070	1,652	+2.3%	Shares	Sole	2025-11-14
2025-06-30	$576,167	1,615	+123.1%	Shares	Sole	2025-08-13
2025-03-31	$288,941	724	+10.5%	Shares	Sole	2025-05-14
2024-12-31	$235,249	655	+7.2%	Shares	Sole	2025-02-12
2024-09-30	$211,399	611	-77.8%	Shares	Sole	2024-11-12
2022-06-30	$741,080	2,748	-1.0%	Shares	Sole	2022-08-12
2022-03-31	$903,948	2,776	+3.6%	Shares	Sole	2022-05-10
2021-12-31	$805,500	2,680	+0.1%	Shares	Sole	2022-02-07
2021-09-30	$765,292	2,678	-0.2%	Shares	Sole	2021-11-08
2021-06-30	$640,593	2,683	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.