Mowery & Schoenfeld Wealth Management, LLC

Position in AON — Aon plc

CIK 2019946 LINCOLNSHIRE, IL

Position in AON

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

-$15,517 QoQ

Shares Held

-100.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Financial Services · as of Jun 30, 2026

Mowery & Schoenfeld Wealth Management, LLC holds $280,755 across 2 Insurance Brokers names.

#	Ticker	Company	Shares	Value (USD)	Open
1	AJG	Arthur J. Gallagher & Co.	942	$216,254
2	MRSH	Marsh & Mclennan Companies, Inc.	387	$64,501

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9	0	-100.0%	Shares	Sole	2026-05-01
2025-12-31	$15,526	44	+25.7%	Shares	Sole	2026-01-28
2025-09-30	$12,480	35	0.0%	Shares	Sole	2025-10-27
2025-06-30	$12,486	35	+133.3%	Shares	Sole	2025-07-28
2025-03-31	$5,986	15	-11.8%	Shares	Sole	2025-05-05
2024-12-31	$6,105	17	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.