Marks Group Wealth Management, Inc

Position in AON — Aon plc

CIK 1802473 MINNETONKA, MN

Position in AON

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

Position Value

$2,334,765

-$1,838,134 QoQ

Shares Held

7,039

-45.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#447

of 1,247 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 94% Shared 6% None 0%

Financial Services · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $16,898,329 across 5 Insurance Brokers names. AON ranks #4 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	25,435	$5,839,112
2	BRO	Brown & Brown, Inc.	66,209	$4,247,306
3	MRSH	Marsh & Mclennan Companies, Inc.	23,922	$3,987,078
4	AON	Aon plc This page	7,039	$2,334,765
5	WTW	Willis Towers Watson PLC	1,875	$490,068

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,334,765	7,039	-45.6%	Shares	Sole	2026-07-28
2026-03-31	$4,172,899	12,928	-34.3%	Shares	Sole	2026-05-05
2025-12-31	$6,942,560	19,674	-20.6%	Shares	Sole	2026-02-11
2025-09-30	$8,832,842	24,771	-3.4%	Shares	Sole	2025-11-10
2025-06-30	$9,143,758	25,630	+1.1%	Shares	Sole	2025-07-22
2025-03-31	$10,112,940	25,340	+2.0%	Shares	Sole	2025-05-01
2024-12-31	$8,924,047	24,847	+1.3%	Shares	Sole	2025-01-29
2024-09-30	$8,486,442	24,528	+4.2%	Shares	Sole	2024-10-30
2024-06-30	$6,909,698	23,536	+4.1%	Shares	Sole	2024-08-14
2024-03-31	$7,542,405	22,601	+6.6%	Shares	Sole	2024-04-29
2023-12-31	$6,167,586	21,193	+1.4%	Shares	Sole	2024-02-01
2023-09-30	$6,776,197	20,900	-0.7%	Shares	Other	2023-10-30
2023-06-30	$7,267,840	21,054	-0.7%	Shares	Other	2023-07-19
2023-03-31	$6,684,147	21,200	+23.1%	Shares	Other	2023-05-03
2022-12-31	$5,168,710	17,221	-0.4%	Shares	Other	2023-02-06
2022-09-30	$4,630,935	17,288	-36.5%	Shares	Other	2022-11-14
2022-06-30	$7,338,801	27,213	-44.8%	Shares	Other	2022-08-09
2022-03-31	$16,061,699	49,325	+8.6%	Shares	Other	2022-05-10
2021-12-31	$13,651,735	45,421	-3.2%	Shares	Sole	2022-03-03
2021-09-30	$13,408,041	46,919	+93.6%	Shares	Other	2021-11-15
2021-06-30	$5,787,064	24,238	-52.6%	Shares	Sole	2021-08-10
2021-03-31	$11,760,001	51,106	+3.8%	Shares	Other	2021-05-17
2020-12-31	$10,400,187	49,227	+5.0%	Shares	Other	2021-02-08
2020-09-30	$9,670,724	46,877	+6.3%	Shares	Sole	2020-11-10
2020-06-30	$8,494,815	44,106	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.