NewEdge Wealth, LLC

Position in AON — Aon plc

CIK 1861796 STAMFORD, CT

Position in AON

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,976,381

-$3,954,473 QoQ

Shares Held

6,123

-63.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0.45729217703739994.ToString("F0")% Shared 0.ToString("F0")% None 99.5427078229626.ToString("F0")%

Financial Services · as of Mar 31, 2026

NewEdge Wealth, LLC holds $4,563,394 across 4 Insurance Brokers names. AON ranks #1 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	6,123	$1,976,381
2	CRVL	Corvel Corp	31,124	$1,700,926
3	MRSH	Marsh & Mclennan Companies, Inc.	2,881	$499,709
4	AJG	Arthur J. Gallagher & Co.	1,784	$386,378

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,976,381	6,123	-63.6%	Shares	Sole	2026-05-13
2025-12-31	$5,930,854	16,807	+110.2%	Shares	Sole	2026-02-03
2025-09-30	$2,851,570	7,997	+25.0%	Shares	Sole	2025-11-07
2025-06-30	$2,281,836	6,396	-15.3%	Shares	Sole	2025-08-11
2025-03-31	$3,013,927	7,552	+69.3%	Shares	Sole	2025-05-09
2024-12-31	$1,602,571	4,462	+0.6%	Shares	Sole	2025-02-05
2024-09-30	$1,535,157	4,437	-12.9%	Shares	Sole	2024-11-12
2024-06-30	$1,495,202	5,093	-0.2%	Shares	Sole	2024-08-02
2024-03-31	$1,703,640	5,105	+6.0%	Shares	Sole	2024-05-06
2023-12-31	$1,401,552	4,816	+33.5%	Shares	Sole	2024-01-29
2023-09-30	$1,169,785	3,608	+6.0%	Shares	Sole	2023-11-08
2023-06-30	$1,174,715	3,403	+8.1%	Shares	Sole	2023-08-09
2023-03-31	$992,848	3,149	+1.8%	Shares	Sole	2023-05-08
2022-12-31	$928,633	3,094	+18.0%	Shares	Sole	2023-02-14
2022-09-30	$702,087	2,621	-22.4%	Shares	Sole	2022-11-14
2022-06-30	$910,709	3,377	+103.9%	Shares	Sole	2022-08-09
2022-03-31	$539,243	1,656	+84.2%	Shares	Sole	2022-05-10
2021-12-31	$270,203	899	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.