FIDELIS CAPITAL PARTNERS, LLC

Position in AON — Aon plc

CIK 1962755 TAMPA, FL

Position in AON

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$726,401

-$4,050 QoQ

Shares Held

2,190

-3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#660

of 1,247 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $2,626,075 across 5 Insurance Brokers names. AON ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	5,119	$853,183
2	AON	Aon plc This page	2,190	$726,401
3	AJG	Arthur J. Gallagher & Co.	1,750	$401,747
4	BRO	Brown & Brown, Inc.	5,361	$343,908
5	WTW	Willis Towers Watson PLC	1,151	$300,836

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$726,401	2,190	-3.2%	Shares	Sole	2026-08-13
2026-03-31	$730,451	2,263	+13.4%	Shares	Sole	2026-05-06
2025-12-31	$703,995	1,995	-3.9%	Shares	Sole	2026-02-09
2025-09-30	$740,260	2,076	+2.4%	Shares	Sole	2025-11-03
2025-06-30	$723,152	2,027	-2.1%	Shares	Sole	2025-08-07
2025-03-31	$826,515	2,071	+1.3%	Shares	Sole	2025-05-01
2024-12-31	$734,123	2,044	+0.6%	Shares	Sole	2025-02-06
2024-09-30	$702,705	2,031	+1.0%	Shares	Sole	2024-10-25
2024-06-30	$590,095	2,010	-35.2%	Shares	Sole	2024-08-13
2024-03-31	$1,035,866	3,104	+66.5%	Shares	Sole	2024-05-06
2023-12-31	$542,461	1,864	+8.2%	Shares	Sole	2024-01-31
2023-09-30	$558,631	1,723	+10.5%	Shares	Sole	2023-11-08
2023-06-30	$538,166	1,559	+5.6%	Shares	Sole	2023-08-10
2023-03-31	$465,683	1,477	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.