Trivium Point Advisory, LLC

Position in AON — Aon plc

CIK 1766564 WILTON, CT

Position in AON

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$309,466

+$68,350 QoQ

Shares Held

933

+24.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#881

of 1,246 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trivium Point Advisory, LLC holds $309,466 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AON	Aon plc This page	933	$309,466

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$309,466	933	+24.9%	Shares	Sole	2026-08-06
2026-03-31	$241,116	747	-16.9%	Shares	Sole	2026-04-21
2025-12-31	$317,239	899	-2.7%	Shares	Sole	2026-01-26
2025-09-30	$329,479	924	+7.3%	Shares	Sole	2025-11-12
2025-06-30	$307,170	861	-3.5%	Shares	Sole	2025-07-17
2025-03-31	$355,988	892	-6.0%	Shares	Sole	2025-05-13
2024-12-31	$340,842	949	-56.3%	Shares	Sole	2025-02-13
2023-06-30	$750,464	2,174	-0.7%	Shares	Sole	2023-07-13
2023-03-31	$690,169	2,189	-2.9%	Shares	Sole	2023-04-12
2022-12-31	$676,515	2,254	+8.4%	Shares	Sole	2023-01-27
2022-09-30	$556,901	2,079	-2.1%	Shares	Sole	2022-11-09
2022-06-30	$572,800	2,124	-7.0%	Shares	Sole	2022-07-27
2022-03-31	$743,738	2,284	-77.8%	Shares	Sole	2022-05-16
2021-12-31	$3,089,456	10,279	+2.1%	Shares	Sole	2022-02-18
2021-09-30	$2,877,418	10,069	+6.8%	Shares	Sole	2021-11-15
2021-06-30	$2,250,074	9,424	+23.7%	Shares	Sole	2021-08-12
2021-03-31	$1,753,208	7,619	+18.8%	Shares	Sole	2021-05-14
2020-12-31	$1,354,663	6,412	+4.5%	Shares	Sole	2021-02-12
2020-09-30	$1,266,269	6,138	+22.4%	Shares	Sole	2020-11-10
2020-06-30	$966,081	5,016	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.