NorthCrest Asset Manangement, LLC

Position in AON — Aon plc

CIK 1893159 PLYMOUTH, MN

Position in AON

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

Position Value

$2,166,267

+$533,323 QoQ

Shares Held

6,531

+29.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#463

of 1,247 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Financial Services · as of Jun 30, 2026

NorthCrest Asset Manangement, LLC holds $3,138,189 across 3 Insurance Brokers names. AON ranks #1 (69.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	6,531	$2,166,267
2	CRVL	Corvel Corp	9,297	$581,248
3	MRSH	Marsh & Mclennan Companies, Inc.	2,344	$390,674

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,166,267	6,531	+29.1%	Shares	Sole	2026-07-15
2026-03-31	$1,632,944	5,059	-5.9%	Shares	Sole	2026-04-08
2025-12-31	$1,896,377	5,374	-1.6%	Shares	Sole	2026-01-08
2025-09-30	$1,947,283	5,461	+15.9%	Shares	Sole	2025-10-29
2025-06-30	$1,680,696	4,711	-3.8%	Shares	Sole	2025-07-10
2025-03-31	$1,955,141	4,899	+5.9%	Shares	Sole	2025-04-16
2024-12-31	$1,660,755	4,624	0.0%	Shares	Sole	2025-03-17
2024-09-30	$1,599,857	4,624	+0.3%	Shares	Sole	2024-10-24
2024-06-30	$1,353,403	4,610	0.0%	Shares	Sole	2024-07-16
2024-03-31	$1,538,449	4,610	+1.5%	Shares	Sole	2024-04-15
2023-12-31	$1,321,521	4,541	+0.0%	Shares	Sole	2024-01-30
2023-09-30	$1,471,958	4,540	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,567,208	4,540	0.0%	Shares	Sole	2023-07-21
2023-03-31	$1,431,416	4,540	0.0%	Shares	Sole	2023-04-25
2022-12-31	$1,362,635	4,540	0.0%	Shares	Sole	2023-02-01
2022-09-30	$1,216,129	4,540	0.0%	Shares	Sole	2022-10-19
2022-06-30	$1,224,347	4,540	0.0%	Shares	Sole	2022-07-18
2022-03-31	$1,478,360	4,540	+1.6%	Shares	Sole	2022-04-18
2021-12-31	$1,343,503	4,470	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.