Concurrent Investment Advisors, LLC

Position in AON — Aon plc

CIK 2001015 Tampa, FL

Position in AON

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

Position Value

$1,925,460

+$275,087 QoQ

Shares Held

5,805

+13.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#476

of 1,247 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $11,682,458 across 5 Insurance Brokers names. AON ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	24,267	$5,570,974
2	MRSH	Marsh & Mclennan Companies, Inc.	17,547	$2,924,557
3	AON	Aon plc This page	5,805	$1,925,460
4	BRO	Brown & Brown, Inc.	9,890	$634,442
5	WTW	Willis Towers Watson PLC	2,399	$627,025

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,925,460	5,805	+13.5%	Shares	Sole	2026-07-27
2026-03-31	$1,650,373	5,113	+8.0%	Shares	Sole	2026-04-21
2025-12-31	$1,671,239	4,736	+591.4%	Shares	Sole	2026-01-29
2025-09-30	$244,257	685	+1.6%	Shares	Sole	2025-10-27
2025-06-30	$240,456	674	+3.7%	Shares	Sole	2025-07-25
2025-03-31	$259,408	650	—	Shares	Sole	2025-04-29
No filing history on record for this holder in this stock.