Live Oak Private Wealth LLC

Position in AON — Aon plc

CIK 1799877 WILMINGTON, NC

Position in AON

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$7,131,003

-$275,184 QoQ

Shares Held

21,499

-6.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#317

of 1,247 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $9,368,985 across 3 Insurance Brokers names. AON ranks #1 (76.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	21,499	$7,131,003
2	WTW	Willis Towers Watson PLC	6,617	$1,729,485
3	AJG	Arthur J. Gallagher & Co.	2,215	$508,497

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,131,003	21,499	-6.3%	Shares	Sole	2026-07-20
2026-03-31	$7,406,187	22,945	+1.7%	Shares	Sole	2026-04-20
2025-12-31	$7,962,031	22,563	+1.9%	Shares	Sole	2026-01-23
2025-09-30	$7,895,394	22,142	+1.6%	Shares	Sole	2025-10-17
2025-06-30	$7,776,297	21,797	+2.4%	Shares	Sole	2025-08-04
2025-03-31	$8,491,038	21,276	+0.7%	Shares	Sole	2025-04-22
2024-12-31	$7,591,205	21,136	-1.9%	Shares	Sole	2025-01-28
2024-09-30	$7,454,354	21,545	-0.3%	Shares	Sole	2024-10-22
2024-06-30	$6,345,731	21,615	+1.6%	Shares	Sole	2024-07-17
2024-03-31	$7,101,895	21,281	-1.0%	Shares	Sole	2024-04-23
2023-12-31	$6,258,094	21,504	-1.2%	Shares	Sole	2024-01-29
2023-09-30	$7,060,214	21,776	+0.1%	Shares	Sole	2023-10-23
2023-06-30	$7,509,826	21,755	-2.7%	Shares	Sole	2023-08-07
2023-03-31	$7,050,514	22,362	-0.5%	Shares	Sole	2023-05-08
2022-12-31	$6,748,047	22,483	-1.2%	Shares	Sole	2023-02-10
2022-09-30	$6,096,453	22,759	+2.7%	Shares	Sole	2022-10-25
2022-06-30	$5,976,917	22,163	+9.9%	Shares	Sole	2022-07-27
2022-03-31	$6,566,328	20,165	+6.1%	Shares	Sole	2022-04-21
2021-12-31	$5,712,443	19,006	+1.4%	Shares	Sole	2022-02-08
2021-09-30	$5,355,044	18,739	+7.0%	Shares	Sole	2021-10-29
2021-06-30	$4,180,926	17,511	+38.8%	Shares	Sole	2021-08-02
2021-03-31	$2,902,837	12,615	+26.1%	Shares	Sole	2021-05-11
2020-12-31	$2,113,545	10,004	+6.0%	Shares	Sole	2021-01-26
2020-09-30	$1,946,646	9,436	-11.0%	Shares	Sole	2020-11-09
2020-06-30	$2,042,137	10,603	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.