Cassaday & Co Wealth Management LLC

Position in AON — Aon plc

CIK 1963612 MCLEAN, VA

Position in AON

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$58,709

-$2,619 QoQ

Shares Held

177

-6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,069

of 1,247 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $680,061 across 6 Insurance Brokers names. AON ranks #3 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	2,091	$348,506
2	WTW	Willis Towers Watson PLC	925	$241,767
3	AON	Aon plc This page	177	$58,709
4	AJG	Arthur J. Gallagher & Co.	115	$26,400
5	BRO	Brown & Brown, Inc.	48	$3,079
6	GSHD	Goosehead Insurance, Inc.	33	$1,600

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,709	177	-6.8%	Shares	Sole	2026-08-10
2026-03-31	$61,328	190	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.