Ascentis Wealth Management, LLC

Position in AON — Aon plc

CIK 2032602 DALLAS, TX

Position in AON

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

Position Value

$371,461

-$77,523 QoQ

Shares Held

1,120

-19.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#823

of 1,246 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $970,554 across 6 Insurance Brokers names. AON ranks #1 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	1,120	$371,461
2	AJG	Arthur J. Gallagher & Co.	1,391	$319,305
3	WTW	Willis Towers Watson PLC	970	$253,509
4	BRO	Brown & Brown, Inc.	160	$10,263
5	ERIE	Erie Indemnity Co	39	$9,350
6	MRSH	Marsh & Mclennan Companies, Inc.	40	$6,666

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$371,461	1,120	-19.5%	Shares	Sole	2026-07-30
2026-03-31	$448,984	1,391	-12.7%	Shares	Sole	2026-04-28
2025-12-31	$562,459	1,594	+78.1%	Shares	Sole	2026-01-14
2025-09-30	$319,121	895	-14.1%	Shares	Sole	2025-10-24
2025-06-30	$371,722	1,042	+14.8%	Shares	Sole	2025-07-16
2025-03-31	$362,351	908	—	Shares	Sole	2025-04-21
No filing history on record for this holder in this stock.