Frank, Rimerman Advisors LLC

Position in AON — Aon plc

CIK 1977560 Palo Alto, CA

Position in AON

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,066,383

+$74,481 QoQ

Shares Held

3,215

+4.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#580

of 1,247 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $3,188,756 across 4 Insurance Brokers names. AON ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	5,873	$1,348,264
2	AON	Aon plc This page	3,215	$1,066,383
3	MRSH	Marsh & Mclennan Companies, Inc.	3,115	$519,177
4	BRO	Brown & Brown, Inc.	3,974	$254,932

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,066,383	3,215	+4.6%	Shares	Sole	2026-07-27
2026-03-31	$991,902	3,073	-1.5%	Shares	Sole	2026-04-29
2025-12-31	$1,101,338	3,121	+1.1%	Shares	Sole	2026-01-15
2025-09-30	$1,100,762	3,087	-1.4%	Shares	Sole	2025-11-04
2025-06-30	$1,117,372	3,132	-7.4%	Shares	Sole	2025-08-11
2025-03-31	$1,350,520	3,384	+3.8%	Shares	Sole	2025-05-12
2024-12-31	$1,170,502	3,259	+2.5%	Shares	Sole	2025-02-10
2024-09-30	$1,099,902	3,179	-4.5%	Shares	Sole	2024-10-24
2024-06-30	$977,621	3,330	+30172.7%	Shares	Sole	2024-08-13
2024-03-31	$3,670	11	0.0%	Shares	Sole	2024-05-09
2023-12-31	$3,201	11	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.