Aon plc
DE ˙ DB ˙ IE00BLP1HW54
276,10 € ↑5,50 (2,03%)
2026-06-05
DEL PRIS
SecurityDE:4VK / Aon plc
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership2,024 shares
Latest Disclosed Value $ 653,468
Belpointe Asset Management LLC reports 43.76% decrease in ownership of 4VK / Aon plc

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 2,024 shares of Aon plc (DE:4VK) valued at $566,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 3,599 shares of Aon plc. This represents a change in shares of -43.76% during the quarter. The current value of the position is $558,826 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F AON COM G0403H108 2,024 -1,575 -43.76 653 -48.58 0.0239
2026-01-27 2025-12-31 13F AON COM G0403H108 3,599 829 29.93 1,270 28.67 0.0459
2025-11-03 2025-09-30 13F AON COM G0403H108 2,770 -69 -2.43 988 -2.47 0.0377
2025-07-22 2025-06-30 13F AON COM G0403H108 2,839 -940 -24.87 1,013 -32.89 0.0422
2025-05-20 2025-03-31 13F AON COM G0403H108 3,779 2,813 291.20 1,508 354.22 0.0785
2025-02-13 2024-12-31 13F AON COM G0403H108 966 -46 -4.55 332 -5.14 0.0200
2024-11-13 2024-09-30 13F AON COM G0403H108 1,012 185 22.37 350 44.63 0.0210
2024-08-02 2024-06-30 13F AON COM G0403H108 827 104 14.38 243 0.41 0.0169
2024-05-08 2024-03-31 13F AON COM G0403H108 723 -233 -24.37 241 -13.31 0.0181
2024-02-13 2023-12-31 13F AON COM G0403H108 956 72 8.14 278 -2.80 0.0244
2023-11-15 2023-09-30 13F AON COM G0403H108 884 884 287 0.0297
2023-08-15 2023-06-30 13F AON SHS CL A G0403H108 0 -1,912 -100.00 0 -100.00
2023-05-15 2023-03-31 13F AON SHS CL A G0403H108 1,912 -918 -32.44 603 -29.09 0.0326
2023-02-08 2022-12-31 13F AON SHS CL A G0403H108 2,830 353 14.25 850 27.86 0.0513
2022-11-14 2022-09-30 13F AON SHS CL A G0403H108 2,477 1,029 71.06 664 70.26 0.0449
2022-08-02 2022-06-30 13F AON SHS CL A G0403H108 1,448 213 17.25 390 -2.99 0.0261
2022-04-28 2022-03-31 13F AON SHS CL A G0403H108 1,235 -43 -3.36 402 4.69 0.0244
2022-02-15 2021-12-31 13F AON SHS CL A G0403H108 1,278 -35 -2.67 384 2.40 0.0239
2021-11-15 2021-09-30 13F AON SHS CL A G0403H108 1,313 -396 -23.17 375 -8.09 0.0256
2021-08-09 2021-06-30 13F AON SHS CL A G0403H108 1,709 35 2.09 408 5.97 0.0294
2021-05-14 2021-03-31 13F AON SHS CL A G0403H108 1,674 2 0.12 385 9.07 0.0330
2021-02-16 2020-12-31 13F AON SHS CL A G0403H108 1,672 12 0.72 353 2.92 0.0317
2020-11-13 2020-09-30 13F/A-1 AON SHS CL A G0403H108 1,660 763 85.06 343 98.27 0.0382
2020-11-13 2020-09-30 13F AON SHS CL A G0408V102 844 139
2020-07-20 2020-06-30 13F AON SHS CL A G0403H108 897 53 6.28 173 24.46 0.0224
2020-07-20 2020-03-31 13F AON SHS CL A G0408V102 844 236 38.82 139 10.32 0.0243
2020-02-18 2019-12-31 13F AON SHS CL A G0408V102 608 89 17.15 126 26.00 0.0160
2020-01-16 2019-09-30 13F AON SHS CL A G0408V102 519 0 0.00 100 0.00 0.0162
2019-11-22 2019-06-30 13F AON SHS CL A G0408V102 519 -522 -50.14 100 -43.82 0.0197
2019-06-11 2019-03-31 13F AON SHS CL A G0408V102 1,041 13 1.26 178 19.46 0.0348
2019-03-06 2018-12-31 13F AON SHS CL A G0408V102 1,028 -16 -1.53 149 -7.45 0.0378
2018-11-23 2018-09-30 13F AON SHS CL A G0408V102 1,044 1,044 161 0.0255
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.