NEOS Investment Management LLC

Position in AON — Aon plc

CIK 2001019 Westport, CT

Position in AON

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$11,431,695

+$1,573,026 QoQ

Shares Held

34,465

+12.8% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#252

of 1,247 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NEOS Investment Management LLC holds $41,952,555 across 6 Insurance Brokers names. AON ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	78,716	$13,119,595
2	AON	Aon plc This page	34,465	$11,431,695
3	AJG	Arthur J. Gallagher & Co.	41,756	$9,585,924
4	WTW	Willis Towers Watson PLC	14,890	$3,891,799
5	BRO	Brown & Brown, Inc.	47,517	$3,048,215
6	ERIE	Erie Indemnity Co	3,651	$875,327

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,431,695	34,465	+12.8%	Shares	Sole	2026-08-11
2026-03-31	$9,858,669	30,543	-9.6%	Shares	Sole	2026-05-15
2025-12-31	$11,927,343	33,800	+8.3%	Shares	Other	2026-02-17
2025-09-30	$11,128,504	31,209	+48.7%	Shares	Other	2025-11-07
2025-06-30	$7,489,105	20,992	+23.6%	Shares	Other	2025-08-13
2025-03-31	$6,776,547	16,980	+38.2%	Shares	Sole	2025-05-15
2024-12-31	$4,414,075	12,290	+34.5%	Shares	Other	2025-02-12
2024-09-30	$3,161,310	9,137	+25.5%	Shares	Sole	2024-11-13
2024-06-30	$2,138,142	7,283	+55.8%	Shares	Other	2024-08-14
2024-03-31	$1,560,474	4,676	+64.4%	Shares	Sole	2024-05-13
2023-12-31	$827,660	2,844	+27.5%	Shares	Other	2024-02-13
2023-09-30	$723,010	2,230	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.