WEST PACES ADVISORS INC.

Position in AON — Aon plc

CIK 2004720 ATLANTA, GA

Position in AON

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$220,573

-$24,417 QoQ

Shares Held

665

-12.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#979

of 1,247 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WEST PACES ADVISORS INC. holds $767,323 across 5 Insurance Brokers names. AON ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,510	$346,650
2	AON	Aon plc This page	665	$220,573
3	MRSH	Marsh & Mclennan Companies, Inc.	1,141	$190,170
4	BRO	Brown & Brown, Inc.	117	$7,505
5	GSHD	Goosehead Insurance, Inc.	50	$2,425

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,573	665	-12.4%	Shares	Sole	2026-07-20
2026-03-31	$244,990	759	-11.6%	Shares	Sole	2026-05-05
2025-12-31	$303,123	859	0.0%	Shares	Sole	2026-01-21
2025-09-30	$306,302	859	-10.4%	Shares	Sole	2025-10-22
2025-06-30	$342,132	959	0.0%	Shares	Sole	2025-07-23
2025-03-31	$382,727	959	-49.1%	Shares	Sole	2025-04-15
2024-12-31	$677,016	1,885	-21.0%	Shares	Sole	2025-02-14
2024-09-30	$825,186	2,385	-76.3%	Shares	Sole	2024-10-15
2024-06-30	$2,960,167	10,083	+2266.9%	Shares	Sole	2024-07-17
2024-03-31	$142,164	426	0.0%	Shares	Sole	2024-04-15
2023-12-31	$123,974	426	+11.8%	Shares	Sole	2024-01-30
2023-09-30	$123,527	381	0.0%	Shares	Sole	2023-12-18
2023-06-30	$131,521	381	0.0%	Shares	Sole	2023-12-18
2023-03-31	$120,125	381	0.0%	Shares	Sole	2023-12-18
2022-12-31	$114,353	381	0.0%	Shares	Sole	2023-12-18
2022-09-30	$102,058	381	0.0%	Shares	Sole	2023-12-19
2022-06-30	$102,748	381	-20.8%	Shares	Sole	2023-12-19
2022-03-31	$156,628	481	0.0%	Shares	Sole	2023-12-19
2021-12-31	$144,569	481	0.0%	Shares	Sole	2023-12-20
2021-09-30	$137,455	481	0.0%	Shares	Sole	2023-12-20
2021-06-30	$114,843	481	0.0%	Shares	Sole	2023-12-20
2021-03-31	$110,682	481	0.0%	Shares	Sole	2023-12-20
2020-12-31	$101,620	481	0.0%	Shares	Sole	2023-12-20
2020-09-30	$99,230	481	0.0%	Shares	Sole	2023-12-20
2020-06-30	$92,640	481	0.0%	Shares	Sole	2023-12-20
2020-03-31	$79,384	481	—	Shares	Sole	2023-12-21
No filing history on record for this holder in this stock.