Prestige Wealth Management Group LLC

Position in AON — Aon plc

CIK 1772715 FLEMINGTON, NJ

Position in AON

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$13,599

-$3,184 QoQ

Shares Held

-21.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,135

of 1,247 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prestige Wealth Management Group LLC holds $77,221 across 6 Insurance Brokers names. AON ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	134	$30,762
2	MRSH	Marsh & Mclennan Companies, Inc.	169	$28,167
3	AON	Aon plc This page	41	$13,599
4	BRO	Brown & Brown, Inc.	46	$2,950
5	ERIE	Erie Indemnity Co	4	$959
6	WTW	Willis Towers Watson PLC	3	$784

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,599	41	-21.2%	Shares	Other	2026-08-14
2026-03-31	$16,783	52	-59.1%	Shares	Other	2026-05-13
2025-12-31	$44,815	127	+9.5%	Shares	Other	2026-02-11
2025-09-30	$41,362	116	0.0%	Shares	Other	2026-02-20
2025-06-30	$41,384	116	0.0%	Shares	Other	2026-02-20
2025-03-31	$46,293	116	-7.9%	Shares	Other	2026-02-20
2024-12-31	$45,253	126	0.0%	Shares	Other	2026-02-20
2024-09-30	$43,594	126	0.0%	Shares	Other	2026-02-20
2024-06-30	$36,990	126	-76.3%	Shares	Other	2026-02-20
2024-03-31	$177,538	532	+1.1%	Shares	Sole	2024-04-26
2023-12-31	$153,075	526	-49.7%	Shares	Other	2024-04-26
2023-09-30	$339,134	1,046	+109.2%	Shares	Sole	2024-04-26
2023-06-30	$172,599	500	+244.8%	Shares	Sole	2024-04-26
2023-03-31	$45,717	145	+3.6%	Shares	Other	2024-04-26
2022-12-31	$42,019	140	+2.2%	Shares	Sole	2023-02-08
2022-09-30	$36,698	137	-5.5%	Shares	Other	2022-11-01
2022-06-30	$39,103	145	+141.7%	Shares	Sole	2022-08-10
2022-03-31	$19,537	60	+33.3%	Shares	Other	2022-05-05
2021-12-31	$13,525	45	-18.2%	Shares	Other	2022-02-15
2021-09-30	$15,717	55	0.0%	Shares	Other	2021-11-12
2021-06-30	$13,131	55	-6.8%	Shares	Other	2021-08-12
2021-03-31	$13,576	59	0.0%	Shares	Other	2021-05-13
2020-12-31	$12,464	59	-79.2%	Shares	Other	2021-02-17
2020-09-30	$58,382	283	+100.7%	Shares	Sole	2020-10-26
2020-06-30	$27,156	141	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.