Accurate Wealth Management, LLC

Position in AON — Aon plc

CIK 1877728 WESLEY CHAPEL, FL

Position in AON

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,812,444

-$6,688 QoQ

Shares Held

11,494

-2.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#380

of 1,247 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $6,123,088 across 3 Insurance Brokers names. AON ranks #1 (62.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	11,494	$3,812,444
2	MRSH	Marsh & Mclennan Companies, Inc.	8,770	$1,461,695
3	AJG	Arthur J. Gallagher & Co.	3,698	$848,949

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,812,444	11,494	-2.9%	Shares	Sole	2026-07-15
2026-03-31	$3,819,132	11,832	+0.1%	Shares	Sole	2026-04-23
2025-12-31	$4,172,806	11,825	-2.6%	Shares	Sole	2026-01-14
2025-09-30	$4,329,594	12,142	-0.3%	Shares	Sole	2025-10-20
2025-06-30	$4,344,266	12,177	+0.1%	Shares	Sole	2025-07-15
2025-03-31	$4,856,526	12,169	-0.4%	Shares	Sole	2025-04-15
2024-12-31	$4,386,061	12,212	-1.7%	Shares	Sole	2025-01-14
2024-09-30	$4,296,503	12,418	-2.4%	Shares	Sole	2024-10-17
2024-06-30	$3,733,456	12,717	-2.1%	Shares	Sole	2024-07-17
2024-03-31	$4,337,025	12,996	-2.5%	Shares	Sole	2024-04-23
2023-12-31	$3,877,841	13,325	-1.1%	Shares	Sole	2024-01-12
2023-09-30	$4,366,270	13,467	+0.1%	Shares	Sole	2023-10-23
2023-06-30	$4,644,320	13,454	-0.6%	Shares	Sole	2023-07-24
2023-03-31	$4,267,765	13,536	+0.9%	Shares	Sole	2023-04-13
2022-12-31	$4,026,077	13,414	+0.2%	Shares	Sole	2023-01-11
2022-09-30	$3,586,243	13,388	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.