Advisor OS, LLC

Position in AON — Aon plc

CIK 1767580 CHICAGO, IL

Position in AON

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$556,242

-$209,712 QoQ

Shares Held

1,677

-29.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#722

of 1,246 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Advisor OS, LLC holds $1,497,278 across 4 Insurance Brokers names. AON ranks #1 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	1,677	$556,242
2	BRO	Brown & Brown, Inc.	6,690	$429,161
3	AJG	Arthur J. Gallagher & Co.	1,291	$296,372
4	MRSH	Marsh & Mclennan Companies, Inc.	1,293	$215,503

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$556,242	1,677	-29.3%	Shares	Sole	2026-08-05
2026-03-31	$765,954	2,373	+153.5%	Shares	Sole	2026-05-08
2025-12-31	$330,293	936	+2.2%	Shares	Sole	2026-02-04
2025-09-30	$326,625	916	+12.9%	Shares	Sole	2025-11-12
2024-12-31	$291,276	811	-22.2%	Shares	Sole	2025-02-05
2024-09-30	$360,863	1,043	-14.6%	Shares	Sole	2024-11-04
2024-06-30	$358,753	1,222	-18.9%	Shares	Sole	2024-08-05
2024-03-31	$502,914	1,507	-15.9%	Shares	Sole	2024-05-09
2023-12-31	$521,506	1,792	+13.4%	Shares	Sole	2024-02-08
2023-09-30	$512,265	1,580	+5.2%	Shares	Sole	2023-11-03
2023-06-30	$518,489	1,502	+3.5%	Shares	Sole	2023-08-08
2023-03-31	$457,484	1,451	+7.3%	Shares	Sole	2023-04-25
2022-12-31	$405,787	1,352	+30.0%	Shares	Sole	2023-02-01
2022-09-30	$278,582	1,040	0.0%	Shares	Sole	2022-11-04
2022-06-30	$280,466	1,040	-4.8%	Shares	Sole	2022-08-02
2022-03-31	$355,586	1,092	-56.6%	Shares	Sole	2022-05-11
2021-12-31	$757,108	2,519	+3.7%	Shares	Sole	2022-02-04
2021-09-30	$693,847	2,428	-2.9%	Shares	Sole	2021-11-15
2021-06-30	$596,897	2,500	+53.5%	Shares	Sole	2021-08-10
2021-03-31	$374,846	1,629	+23.0%	Shares	Other	2021-05-13
2020-12-31	$279,721	1,324	-14.4%	Shares	Sole	2021-02-10
2020-09-30	$318,939	1,546	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.