EQUITABLE TRUST CO

Bank

Position in AON — Aon plc

CIK 33250 NASHVILLE, TN

Position in AON

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,926,123

+$34,311 QoQ

Shares Held

5,807

-0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#101

of 436 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EQUITABLE TRUST CO holds $10,849,903 across 3 Insurance Brokers names. AON ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWIN	Baldwin Insurance Group, Inc.	282,998	$7,522,086
2	AON	Aon plc This page	5,807	$1,926,123
3	MRSH	Marsh & Mclennan Companies, Inc.	8,410	$1,401,694

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,926,123	5,807	-0.9%	Shares	Sole	2026-07-23
2026-03-31	$1,891,812	5,861	+1.1%	Shares	Sole	2026-04-30
2025-12-31	$2,044,939	5,795	-11.1%	Shares	Sole	2026-02-02
2025-09-30	$2,325,257	6,521	-16.3%	Shares	Sole	2025-11-10
2025-06-30	$2,780,229	7,793	+1.5%	Shares	Sole	2025-07-23
2025-03-31	$3,064,611	7,679	+7.0%	Shares	Sole	2025-04-25
2024-12-31	$2,577,690	7,177	-32.8%	Shares	Sole	2025-01-28
2024-09-30	$3,696,556	10,684	-1.6%	Shares	Sole	2024-10-29
2024-06-30	$3,187,397	10,857	-18.1%	Shares	Sole	2024-07-31
2024-03-31	$4,424,793	13,259	+1.0%	Shares	Sole	2024-04-24
2023-12-31	$3,821,092	13,130	-5.5%	Shares	Sole	2024-01-25
2023-09-30	$4,506,981	13,901	-4.6%	Shares	Sole	2023-11-06
2023-06-30	$5,028,873	14,568	-1.2%	Shares	Sole	2023-08-08
2023-03-31	$4,648,320	14,743	-13.7%	Shares	Sole	2023-05-02
2022-12-31	$5,124,890	17,075	-16.6%	Shares	Sole	2023-02-17
2022-09-30	$5,484,905	20,476	-12.4%	Shares	Sole	2022-10-31
2022-06-30	$6,301,342	23,366	-0.4%	Shares	Sole	2022-07-15
2022-03-31	$7,637,325	23,454	+8.1%	Shares	Sole	2022-05-06
2021-12-31	$6,521,850	21,699	+7.7%	Shares	Sole	2022-01-31
2021-09-30	$5,758,836	20,152	+9.9%	Shares	Sole	2021-10-26
2021-06-30	$4,378,380	18,338	+4.3%	Shares	Sole	2021-08-03
2021-03-31	$4,046,253	17,584	-12.3%	Shares	Sole	2021-05-14
2020-12-31	$4,236,385	20,052	-1.1%	Shares	Sole	2021-02-12
2020-09-30	$4,184,794	20,285	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.