Aon plc
DE ˙ DB ˙ IE00BLP1HW54
272,30 € ↓ -1,70 (-0,62%)
2026-06-03
DEL PRIS
SecurityDE:4VK / Aon plc
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership1,740 shares
Latest Disclosed Value $ 561,846
AE Wealth Management LLC reports 8.41% increase in ownership of 4VK / Aon plc

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 1,740 shares of Aon plc (DE:4VK) valued at $487,374 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,605 shares of Aon plc. This represents a change in shares of 8.41% during the quarter. The current value of the position is $473,802 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F AON SHS CL A G0403H108 1,740 135 8.41 562 -0.88 0.0001
2026-01-26 2025-12-31 13F AON SHS CL A G0403H108 1,605 207 14.81 567 13.65 0.0033
2025-11-03 2025-09-30 13F AON SHS CL A G0403H108 1,398 677 93.90 499 93.77 0.0032
2025-08-06 2025-06-30 13F AON SHS CL A G0403H108 721 140 24.10 257 10.78 0.0019
2025-05-06 2025-03-31 13F AON SHS CL A G0403H108 581 -206 -26.18 232 -17.73 0.0020
2025-02-13 2024-12-31 13F AON SHS CL A G0403H108 787 -35 -4.26 283 -0.70 0.0024
2024-11-14 2024-09-30 13F AON SHS CL A G0403H108 822 -731 -47.07 285 -37.58 0.0026
2024-08-12 2024-06-30 13F AON SHS CL A G0403H108 1,553 278 21.80 456 7.06 0.0046
2024-05-15 2024-03-31 13F AON SHS CL A G0403H108 1,275 -1,577 -55.29 426 -50.64 0.0048
2024-02-14 2023-12-31 13F AON SHS CL A G0403H108 2,852 -88 -2.99 861 -9.65 0.0044
2023-10-11 2023-09-30 13F AON SHS CL A G0403H108 2,940 -287 -8.89 953 -14.38 0.0057
2023-07-10 2023-06-30 13F AON SHS CL A G0403H108 3,227 224 7.46 1,114 17.65 0.0067
2023-04-14 2023-03-31 13F AON SHS CL A G0403H108 3,003 -904 -23.14 947 -19.28 0.0061
2023-01-31 2022-12-31 13F AON SHS CL A G0403H108 3,907 1,498 62.18 1,173 81.71 0.0085
2022-10-25 2022-09-30 13F AON SHS CL A G0403H108 2,409 -15 -0.62 645 -1.38 0.0051
2022-08-03 2022-06-30 13F AON SHS CL A G0403H108 2,424 989 68.92 654 40.04 0.0052
2022-04-18 2022-03-31 13F AON SHS CL A G0403H108 1,435 -13 -0.90 467 7.36 0.0032
2022-01-20 2021-12-31 13F AON SHS CL A G0403H108 1,448 27 1.90 435 7.14 0.0030
2021-11-01 2021-09-30 13F AON SHS CL A G0403H108 1,421 -3,579 -71.58 406 -66.00 0.0033
2021-07-21 2021-06-30 13F AON SHS CL A G0403H108 5,000 -517 -9.37 1,194 -5.98 0.0104
2021-04-27 2021-03-31 13F AON SHS CL A G0403H108 5,517 -679 -10.96 1,270 -2.98 0.0128
2021-02-01 2020-12-31 13F AON SHS CL A G0403H108 6,196 -9 -0.15 1,309 2.27 0.0148
2020-11-06 2020-09-30 13F AON SHS CL A G0403H108 6,205 363 6.21 1,280 13.78 0.0183
2020-08-05 2020-06-30 13F AON SHS CL A G0403H108 5,842 584 11.11 1,125 29.61 0.0174
2020-05-07 2020-03-31 13F AON SHS CL A G0408V102 5,258 3,496 198.41 868 136.51 0.0199
2020-01-15 2019-12-31 13F AON SHS CL A G0408V102 1,762 -7 -0.40 367 7.31 0.0080
2019-11-05 2019-09-30 13F AON SHS CL A G0408V102 1,769 38 2.20 342 2.40 0.0099
2019-07-22 2019-06-30 13F AON SHS CL A G0408V102 1,731 1,731 334 0.0100
2018-11-13 2018-09-30 13F AON SHS CL A G0408V102 0 -2,263 -100.00 0 -100.00
2018-08-14 2018-06-30 13F AON SHS CL A G0408V102 2,263 2,263 310 0.0211
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.