Activest Wealth Management

Position in AON — Aon plc

CIK 1883134 AVENTURA, FL

Position in AON

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,990

-$11,566 QoQ

Shares Held

-85.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,215

of 1,247 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Activest Wealth Management holds $7,945 across 6 Insurance Brokers names. AON ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	11	$2,525
2	AON	Aon plc This page	6	$1,990
3	ERIE	Erie Indemnity Co	6	$1,438
4	BRO	Brown & Brown, Inc.	14	$898
5	MRSH	Marsh & Mclennan Companies, Inc.	5	$833
6	WTW	Willis Towers Watson PLC	1	$261

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,990	6	-85.7%	Shares	Sole	2026-07-16
2026-03-31	$13,556	42	+90.9%	Shares	Sole	2026-04-15
2025-12-31	$7,763	22	-55.1%	Shares	Sole	2026-01-30
2025-09-30	$17,472	49	+96.0%	Shares	Sole	2025-11-03
2025-06-30	$8,919	25	-43.2%	Shares	Sole	2025-07-29
2025-03-31	$17,559	44	+2100.0%	Shares	Sole	2025-05-15
2024-12-31	$718	2	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.