Nvest Wealth Strategies, Inc.

Position in AON — Aon plc

CIK 2106942 POWELL, OH

Position in AON

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$11,940

+$1,612 QoQ

Shares Held

+12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,140

of 1,247 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $12,926 across 3 Insurance Brokers names. AON ranks #1 (92.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	36	$11,940
2	MRSH	Marsh & Mclennan Companies, Inc.	4	$666
3	BRO	Brown & Brown, Inc.	5	$320

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,940	36	+12.5%	Shares	Sole	2026-07-10
2026-03-31	$10,328	32	0.0%	Shares	Sole	2026-04-13
2025-12-31	$11,292	32	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.