Curated Wealth Partners LLC

Position in AON — Aon plc

CIK 1781284 EL SEGUNDO, CA

Position in AON

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$35,931,314

+$34,717,340 QoQ

Shares Held

108,328

+2780.3% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

of 83 holders

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

Curated Wealth Partners LLC holds $135,078,694 across 9 Insurance Brokers names. AON ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	197,440	$45,326,300
2	AON	Aon plc This page	108,328	$35,931,314
3	BRO	Brown & Brown, Inc.	500,666	$32,117,723
4	MRSH	Marsh & Mclennan Companies, Inc.	75,510	$12,585,251
5	BWIN	Baldwin Insurance Group, Inc.	105,131	$2,794,381
6	WTW	Willis Towers Watson PLC	10,611	$2,773,396
7	CRVL	Corvel Corp	40,700	$2,544,564
8	GSHD	Goosehead Insurance, Inc.	16,090	$780,365

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,931,314	108,328	+2780.3%	Shares	Other	2026-07-13
2026-03-31	$1,213,974	3,761	-2.5%	Shares	Other	2026-04-09
2025-12-31	$1,360,704	3,856	+22.5%	Shares	Other	2026-01-12
2025-09-30	$1,122,157	3,147	+2.3%	Shares	Other	2025-10-09
2025-06-30	$1,097,037	3,075	+17.3%	Shares	Other	2025-07-28
2025-03-31	$1,046,413	2,622	0.0%	Shares	Other	2025-04-15
2024-12-31	$941,717	2,622	+236.2%	Shares	Other	2025-01-21
2022-09-30	$208,938	780	+11.4%	Shares	Other	2022-10-14
2022-03-31	$227,940	700	0.0%	Shares	Other	2022-04-28
2021-12-31	$210,391	700	-6.4%	Shares	Other	2022-02-03
2021-09-30	$213,755	748	—	Shares	Other	2021-11-08
No filing history on record for this holder in this stock.