Caldwell Trust Co

Bank

Position in AON — Aon plc

CIK 2080218 Venice, FL

Position in AON

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,724,788

+$46,332 QoQ

Shares Held

5,200

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#489

of 1,247 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caldwell Trust Co holds $2,610,383 across 4 Insurance Brokers names. AON ranks #1 (66.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	5,200	$1,724,788
2	MRSH	Marsh & Mclennan Companies, Inc.	3,531	$588,510
3	AJG	Arthur J. Gallagher & Co.	1,044	$239,671
4	BRO	Brown & Brown, Inc.	895	$57,414

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,724,788	5,200	0.0%	Shares	Sole	2026-08-03
2026-03-31	$1,678,456	5,200	0.0%	Shares	Sole	2026-04-22
2025-12-31	$1,834,976	5,200	-8.9%	Shares	Sole	2026-01-30
2025-09-30	$2,036,071	5,710	+9.8%	Shares	Sole	2025-10-23
2025-06-30	$1,855,152	5,200	0.0%	Shares	Sole	2025-09-22
2025-03-31	$2,075,268	5,200	0.0%	Shares	Sole	2025-09-23
2024-12-31	$1,867,632	5,200	0.0%	Shares	Sole	2025-09-24
2024-09-30	$1,799,148	5,200	-17.5%	Shares	Sole	2025-09-24
2024-06-30	$1,849,554	6,300	0.0%	Shares	Sole	2025-09-24
2024-03-31	$2,102,436	6,300	0.0%	Shares	Sole	2025-09-24
2023-12-31	$1,833,426	6,300	-7.7%	Shares	Sole	2025-10-01
2023-09-30	$2,213,125	6,826	0.0%	Shares	Sole	2025-10-01
2023-06-30	$2,356,335	6,826	0.0%	Shares	Sole	2025-10-01
2023-03-31	$2,152,169	6,826	0.0%	Shares	Sole	2025-10-01
2022-12-31	$2,048,755	6,826	0.0%	Shares	Sole	2025-10-01
2022-09-30	$1,828,480	6,826	0.0%	Shares	Sole	2025-10-01
2022-06-30	$1,840,835	6,826	0.0%	Shares	Sole	2025-10-02
2022-03-31	$2,222,750	6,826	0.0%	Shares	Sole	2025-10-02
2021-12-31	$2,051,622	6,826	0.0%	Shares	Sole	2025-10-02
2021-09-30	$1,950,666	6,826	-9.1%	Shares	Sole	2025-10-02
2021-06-30	$1,793,325	7,511	-2.3%	Shares	Sole	2025-10-02
2021-03-31	$1,768,624	7,686	+2.8%	Shares	Sole	2025-10-02
2020-12-31	$1,579,454	7,476	+9.5%	Shares	Sole	2025-10-02
2020-09-30	$1,408,203	6,826	+6726.0%	Shares	Sole	2025-10-02
2020-06-30	$19,260	100	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.