Concord Wealth Partners

Position in AON — Aon plc

CIK 1814214 ABINGDON, VA

Position in AON

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$7,960

+$5,043 QoQ

Shares Held

+166.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,158

of 1,247 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concord Wealth Partners holds $1,032,933 across 3 Insurance Brokers names. AON ranks #3 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	6,096	$1,016,020
2	AJG	Arthur J. Gallagher & Co.	39	$8,953
3	AON	Aon plc This page	24	$7,960

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,960	24	+166.7%	Shares	Sole	2026-07-27
2023-09-30	$2,917	9	0.0%	Shares	Sole	2024-04-30
2023-06-30	$3,106	9	0.0%	Shares	Sole	2023-08-08
2023-03-31	$2,837	9	0.0%	Shares	Sole	2023-04-26
2022-12-31	$2,701	9	-90.1%	Shares	Sole	2023-01-30
2022-06-30	$24,540	91	-15.7%	Shares	Sole	2022-08-04
2022-03-31	$35,168	108	0.0%	Shares	Sole	2022-04-20
2021-12-31	$32,460	108	+103.8%	Shares	Sole	2022-01-21
2021-09-30	$15,145	53	-50.9%	Shares	Sole	2021-11-09
2021-06-30	$25,786	108	+111.8%	Shares	Sole	2021-07-29
2021-03-31	$11,735	51	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.