Modern Wealth Management, LLC

Position in AON — Aon plc

CIK 2001900 KANSAS CITY, MO

Position in AON

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,491,608

+$668,522 QoQ

Shares Held

4,497

+76.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#518

of 1,246 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

Modern Wealth Management, LLC holds $2,619,789 across 5 Insurance Brokers names. AON ranks #1 (56.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	4,497	$1,491,608
2	AJG	Arthur J. Gallagher & Co.	1,458	$334,711
3	WTW	Willis Towers Watson PLC	1,202	$314,164
4	MRSH	Marsh & Mclennan Companies, Inc.	1,648	$274,669
5	BRO	Brown & Brown, Inc.	3,190	$204,637

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,491,608	4,497	+76.4%	Shares	Other	2026-08-14
2026-03-31	$823,086	2,550	—	Shares	Other	2026-05-14
No filing history on record for this holder in this stock.