CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in AON — Aon plc

CIK 1766904 RICHMOND, VA

Position in AON

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$228,197

+$15,166 QoQ

Shares Held

688

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#971

of 1,247 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Financial Services · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,520,914 across 4 Insurance Brokers names. AON ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	4,505	$750,844
2	AJG	Arthur J. Gallagher & Co.	1,535	$352,384
3	AON	Aon plc This page	688	$228,197
4	WTW	Willis Towers Watson PLC	725	$189,489

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,197	688	+4.2%	Shares	Other	2026-07-17
2026-03-31	$213,031	660	+114.3%	Shares	Other	2026-04-29
2025-12-31	$108,684	308	-35.3%	Shares	Other	2026-02-09
2025-09-30	$169,729	476	+100.8%	Shares	Other	2025-11-10
2025-06-30	$84,549	237	+10.2%	Shares	Other	2025-08-13
2025-03-31	$85,800	215	+61.7%	Shares	Other	2025-05-09
2024-12-31	$47,767	133	-98.6%	Shares	Other	2025-02-14
2024-09-30	$3,254,032	9,405	-0.5%	Shares	Defined	2024-10-30
2024-06-30	$2,775,797	9,455	+1.0%	Shares	Other	2024-07-22
2024-03-31	$3,123,951	9,361	-0.4%	Shares	Defined	2024-04-30
2023-12-31	$2,736,459	9,403	+1.5%	Shares	Defined	2024-02-07
2023-09-30	$3,004,221	9,266	+8.0%	Shares	Defined	2023-11-13
2023-06-30	$2,961,470	8,579	-1.0%	Shares	Defined	2023-08-10
2023-03-31	$2,731,357	8,663	-1.8%	Shares	Defined	2023-05-12
2022-12-31	$2,648,735	8,825	-1.5%	Shares	Defined	2023-02-14
2022-09-30	$2,399,579	8,958	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$2,418,759	8,969	+3103.2%	Shares	Sole	2022-08-15
2021-06-30	$66,852	280	0.0%	Shares	Sole	2021-08-16
2021-03-31	$64,430	280	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.