Position in AON
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,550
-$331 QoQ
Shares Held
11
0.0% 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
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Evelyn Partners Asset Management Ltd holds $11,355 across 2 Insurance Brokers names. AON ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
45 | $7,805 | |
| 2 | AON |
Aon plc
This page
|
11 | $3,550 |
All Filings in AON
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,550 | 11 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,881 | 11 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,922 | 11 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,924 | 11 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $4,389 | 11 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $3,950 | 11 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||