Kingsview Wealth Management, LLC

Position in AON — Aon plc

CIK 1791965 GRANTS PASS, OR

Position in AON

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$914,137

+$52,315 QoQ

Shares Held

2,756

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#615

of 1,247 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $18,715,738 across 5 Insurance Brokers names. AON ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	41,516	$6,919,471
2	BRO	Brown & Brown, Inc.	83,360	$5,347,543
3	WTW	Willis Towers Watson PLC	20,239	$5,289,866
4	AON	Aon plc This page	2,756	$914,137
5	AJG	Arthur J. Gallagher & Co.	1,066	$244,721

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$914,137	2,756	+3.2%	Shares	Sole	2026-08-19
2026-03-31	$861,822	2,670	-3.7%	Shares	Sole	2026-05-12
2025-12-31	$978,889	2,774	-2.2%	Shares	Sole	2026-02-09
2025-09-30	$1,011,617	2,837	+326.6%	Shares	Sole	2025-11-12
2025-06-30	$237,245	665	+0.9%	Shares	Sole	2025-08-08
2025-03-31	$263,000	659	+2.2%	Shares	Sole	2025-05-02
2024-12-31	$231,658	645	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.