Bay Harbor Wealth Management, LLC

Position in AON — Aon plc

CIK 1767989 Hunt Valley, MD

Position in AON

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$10,282

+$2,859 QoQ

Shares Held

+34.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,145

of 1,247 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $24,685 across 5 Insurance Brokers names. AON ranks #1 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	31	$10,282
2	MRSH	Marsh & Mclennan Companies, Inc.	37	$6,166
3	WTW	Willis Towers Watson PLC	18	$4,704
4	AJG	Arthur J. Gallagher & Co.	14	$3,213
5	BRO	Brown & Brown, Inc.	5	$320

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,282	31	+34.8%	Shares	Other	2026-07-28
2026-03-31	$7,423	23	+21.1%	Shares	Other	2026-04-14
2025-12-31	$6,704	19	+90.0%	Shares	Other	2026-02-02
2025-09-30	$3,565	10	+25.0%	Shares	Other	2025-10-09
2025-06-30	$2,854	8	+100.0%	Shares	Sole	2025-07-22
2025-03-31	$1,596	4	-98.6%	Shares	Sole	2025-05-12
2021-06-30	$69,956	293	+0.3%	Shares	Other	2021-07-28
2021-03-31	$67,192	292	+3.5%	Shares	Sole	2021-05-05
2020-12-31	$59,578	282	-0.7%	Shares	Other	2021-02-09
2020-09-30	$58,589	284	+2.9%	Shares	Other	2020-10-27
2020-06-30	$53,157	276	+20.0%	Shares	Other	2020-07-16
2020-03-31	$37,959	230	—	Shares	Other	2020-05-20
No filing history on record for this holder in this stock.