Ascent Group, LLC

Position in AON — Aon plc

CIK 1913231 VIRGINIA BEACH, VA

Position in AON

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,240,562

+$122,159 QoQ

Shares Held

6,755

+2.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#457

of 1,255 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ascent Group, LLC holds $10,944,802 across 5 Insurance Brokers names. AON ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWFG	TWFG, Inc.	212,310	$5,106,054
2	AON	Aon plc This page	6,755	$2,240,562
3	AJG	Arthur J. Gallagher & Co.	7,618	$1,748,861
4	MRSH	Marsh & Mclennan Companies, Inc.	9,457	$1,576,195
5	WTW	Willis Towers Watson PLC	1,045	$273,130

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,240,562	6,755	+2.9%	Shares	Other	2026-08-03
2026-03-31	$2,118,403	6,563	-24.8%	Shares	Other	2026-05-15
2025-12-31	$3,081,346	8,732	+3.4%	Shares	Other	2026-01-20
2025-09-30	$3,010,244	8,442	+5.5%	Shares	Sole	2025-10-20
2025-06-30	$2,854,435	8,001	-0.4%	Shares	Other	2025-07-21
2025-03-31	$3,206,286	8,034	+40.5%	Shares	Other	2025-05-16
2024-12-31	$2,053,676	5,718	-4.3%	Shares	Sole	2025-02-21
2024-09-30	$2,068,328	5,978	+3.7%	Shares	Sole	2024-11-14
2024-06-30	$1,691,901	5,763	-8.7%	Shares	Sole	2024-08-15
2024-03-31	$2,106,440	6,312	-2.7%	Shares	Sole	2024-05-15
2023-12-31	$1,887,264	6,485	+6.3%	Shares	Sole	2024-02-14
2023-09-30	$1,978,390	6,102	+3.8%	Shares	Sole	2023-11-14
2023-06-30	$2,029,776	5,880	-29.1%	Shares	Sole	2023-08-14
2023-03-31	$2,614,699	8,293	-1.2%	Shares	Sole	2023-05-10
2022-12-31	$2,520,275	8,397	+4.3%	Shares	Sole	2023-02-17
2022-09-30	$2,157,157	8,053	+4.9%	Shares	Sole	2022-11-15
2022-06-30	$2,071,142	7,680	+11.6%	Shares	Sole	2022-08-05
2022-03-31	$2,240,660	6,881	-19.3%	Shares	Sole	2022-05-10
2021-12-31	$2,563,476	8,529	—	Shares	Sole	2022-03-01
No filing history on record for this holder in this stock.