Lantz Financial LLC

Position in AON — Aon plc

CIK 1766883 NAPERVILLE, IL

Position in AON

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$497,535

+$15,948 QoQ

Shares Held

1,500

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#752

of 1,246 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lantz Financial LLC holds $2,274,720 across 3 Insurance Brokers names. AON ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	7,769	$1,294,859
2	AON	Aon plc This page	1,500	$497,535
3	AJG	Arthur J. Gallagher & Co.	2,101	$482,326

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$497,535	1,500	+0.5%	Shares	Sole	2026-07-09
2026-03-31	$481,587	1,492	-5.9%	Shares	Sole	2026-04-09
2025-12-31	$559,314	1,585	+3.5%	Shares	Sole	2026-01-14
2025-09-30	$546,280	1,532	-11.9%	Shares	Sole	2025-11-06
2025-06-30	$620,048	1,738	-13.1%	Shares	Sole	2025-07-11
2025-03-31	$798,579	2,001	+31.6%	Shares	Sole	2025-04-08
2024-12-31	$545,923	1,520	-18.0%	Shares	Sole	2025-01-21
2024-09-30	$641,465	1,854	+2.9%	Shares	Sole	2024-10-15
2024-06-30	$529,031	1,802	-0.7%	Shares	Sole	2024-08-07
2024-03-31	$605,368	1,814	+1.1%	Shares	Sole	2024-04-10
2023-12-31	$522,089	1,794	-0.2%	Shares	Sole	2024-01-12
2023-09-30	$582,623	1,797	+0.2%	Shares	Sole	2023-10-20
2023-06-30	$619,288	1,794	+0.6%	Shares	Sole	2023-07-12
2023-03-31	$562,477	1,784	-5.3%	Shares	Sole	2023-04-10
2022-12-31	$565,463	1,884	0.0%	Shares	Sole	2023-01-23
2022-09-30	$504,667	1,884	-5.3%	Shares	Sole	2022-10-17
2022-06-30	$536,663	1,990	+183.9%	Shares	Sole	2022-07-29
2022-03-31	$228,266	701	—	Shares	Sole	2022-05-05
No filing history on record for this holder in this stock.