Aon plc
DE ˙ DB ˙ IE00BLP1HW54
276,10 € ↑5,50 (2,03%)
2026-06-05
DEL PRIS
SecurityDE:4VK / Aon plc
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership4,334 shares
Latest Disclosed Value $ 1,398,685
Arkadios Wealth Advisors reports 2.22% increase in ownership of 4VK / Aon plc

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 4,334 shares of Aon plc (DE:4VK) valued at $1,213,953 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,240 shares of Aon plc. This represents a change in shares of 2.22% during the quarter. The current value of the position is $1,196,617 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)
2026-05-18 2026-03-31 13F AON PLC SHS CL A Stock G0403H108 4,334 94 2.22 1,399 -6.55 0.0147
2026-02-13 2025-12-31 13F AON PLC SHS CL A Stock G0403H108 4,240 1,925 83.15 1,496 81.33 0.0290
2025-10-29 2025-09-30 13F AON PLC SHS CL A Stock G0403H108 2,315 518 28.83 825 28.71 0.0198
2025-08-04 2025-06-30 13F AON PLC SHS CL A Stock G0403H108 1,797 161 9.84 641 -1.69 0.0189
2025-05-08 2025-03-31 13F AON PLC SHS CL A Stock G0403H108 1,636 1,636 653 0.0247
2022-02-03 2021-12-31 13F AON PLC SHS CL A Stock G0403H108 0 -35 -100.00 0 0.0000
2021-10-19 2021-09-30 13F AON PLC SHS CL A Stock G0403H108 35 -47 -57.32 0 0.0014
2021-07-28 2021-06-30 13F AON PLC SHS CL A Stock G0403H108 82 0 0.00 0 0.0023
2021-04-26 2021-03-31 13F AON PLC SHS CL A Stock G0403H108 82 1 1.23 0 0.0030
2021-02-09 2020-12-31 13F AON PLC SHS CL A Stock G0403H108 81 38 88.37 0 -100.00 0.0036
2020-11-10 2020-09-30 13F AON PLC SHS CL A Common Stock G0403H108 43 20 86.96 9 125.00 0.0046
2020-08-10 2020-06-30 13F AON PLC SHS CL A Common Stock G0403H108 23 -56 -70.89 5 -66.67 0.0025
2020-05-14 2020-03-31 13F AON PLC SHS CL A Common Stock G0403H108 79 3 3.95 13 -29.41 0.0083
2020-02-14 2019-12-31 13F AON PLC SHS CL A Common Stock G0408V102 76 76 18 0.0107
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.