Aon plc
DE ˙ DB ˙ IE00BLP1HW54
270,60 € ↓ -1,70 (-0,62%)
2026-06-04
DEL PRIS
SecurityDE:4VK / Aon plc
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership5,995 shares
Latest Disclosed Value $ 1,935,000
EP Wealth Advisors, Inc. reports 0.32% decrease in ownership of 4VK / Aon plc

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 5,995 shares of Aon plc (DE:4VK) valued at $1,679,200 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 6,014 shares of Aon plc. This represents a change in shares of -0.32% during the quarter. The current value of the position is $1,622,247 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)
2026-05-14 2026-03-31 13F AON SHS CL A G0403H108 5,995 -19 -0.32 1,935 -8.81 0.0095
2026-02-18 2025-12-31 13F AON SHS CL A G0403H108 6,014 -760 -11.22 2,122 -12.17 0.0110
2025-08-14 2025-06-30 13F AON SHS CL A G0403H108 6,774 314 4.86 2,417 -6.28 0.0159
2025-05-15 2025-03-31 13F AON SHS CL A G0403H108 6,460 2,435 60.50 2,578 78.41 0.0206
2025-02-14 2024-12-31 13F AON SHS CL A G0403H108 4,025 -313 -7.22 1,446 -3.67 0.0118
2024-11-15 2024-09-30 13F AON SHS CL A G0403H108 4,338 520 13.62 1,501 33.93 0.0129
2024-08-19 2024-06-30 13F AON SHS CL A G0403H108 3,818 1,794 88.64 1,121 65.93 0.0119
2024-05-14 2024-03-31 13F AON SHS CL A G0403H108 2,024 2,024 675 0.0079
2022-12-02 2022-09-30 13F AON SHS CL A G0403H108 0 -1,448 -100.00 0 -100.00
2022-08-11 2022-06-30 13F AON SHS CL A G0403H108 1,448 356 32.60 391 9.83 0.0088
2022-05-20 2022-03-31 13F AON SHS CL A G0403H108 1,092 289 35.99 356 47.72 0.0078
2022-02-17 2021-12-31 13F AON SHS CL A G0403H108 803 -10 -1.23 241 3.88 0.0057
2021-11-23 2021-09-30 13F/A-1 AON SHS CL A G0403H108 813 813 232 0.0064
2021-11-16 2021-09-30 13F AON SHS CL A G0403H108 577 577 232 0.0064
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.