Aon plc
DE ˙ DB ˙ IE00BLP1HW54
270,60 € ↓ -1,70 (-0,62%)
2026-06-04
DEL PRIS
SecurityDE:4VK / Aon plc
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership2,638 shares
Latest Disclosed Value $ 851,475
EverSource Wealth Advisors, LLC reports 66.54% increase in ownership of 4VK / Aon plc

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 2,638 shares of Aon plc (DE:4VK) valued at $738,904 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,584 shares of Aon plc. This represents a change in shares of 66.54% during the quarter. The current value of the position is $713,843 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)
2026-05-15 2026-03-31 13F/A-1 AON PLC SHS CL A Stock G0403H108 2,638 1,054 66.54 851 52.51 0.0040
2026-05-14 2026-03-31 13F AON PLC SHS CL A Stock G0403H108 8,694 7,110 691 0.0038
2026-02-06 2025-12-31 13F AON PLC SHS CL A Stock G0403H108 1,584 426 36.79 559 35.44 0.0206
2025-11-10 2025-09-30 13F AON PLC SHS CL A Stock G0403H108 1,158 149 14.77 413 14.76 0.0163
2025-08-13 2025-06-30 13F AON PLC SHS CL A Stock G0403H108 1,009 89 9.67 360 -2.18 0.0162
2025-05-13 2025-03-31 13F AON PLC SHS CL A Stock G0403H108 920 238 34.90 367 49.80 0.0202
2025-02-10 2024-12-31 13F AON PLC SHS CL A Stock G0403H108 682 14 2.10 245 6.06 0.0138
2024-11-08 2024-09-30 13F AON PLC SHS CL A Stock G0403H108 668 -184 -21.60 231 -17.20 0.0146
2024-08-13 2024-06-30 13F AON PLC SHS CL A Stock G0403H108 852 45 5.58 280 22.91 0.0186
2024-06-11 2024-03-31 13F/A-1 AON PLC SHS CL A Stock G0403H108 807 -152 -15.85 228 -18.64 0.0179
2024-05-13 2024-03-31 13F AON PLC SHS CL A Stock G0403H108 959 0 279 0.0099
2024-02-09 2023-12-31 13F AON PLC SHS CL A Stock G0403H108 959 50 5.50 279 -5.10 0.0256
2023-11-03 2023-09-30 13F AON PLC SHS CL A Stock G0403H108 909 -8 -0.87 295 -6.96 0.0313
2023-08-04 2023-06-30 13F AON PLC SHS CL A Stock G0403H108 917 -61 -6.24 316 2.60 0.0349
2023-05-11 2023-03-31 13F AON PLC SHS CL A Stock G0403H108 978 0 0.00 309 5.12 0.0384
2023-02-09 2022-12-31 13F AON PLC SHS CL A Stock G0403H108 978 -165 -14.44 294 -4.56 0.0445
2022-11-07 2022-09-30 13F AON PLC SHS CL A Stock G0403H108 1,143 -308 -21.23 307 -21.48 0.0703
2022-08-01 2022-06-30 13F AON PLC SHS CL A Stock G0403H108 1,451 541 59.45 391 31.65 0.1008
2022-05-25 2022-03-31 13F AON PLC SHS CL A Stock G0403H108 910 617 210.58 297 237.50 0.0753
2022-02-17 2021-12-31 13F/A-1 AON PLC SHS CL A Stock G0403H108 293 293 88 0.0246
2022-02-07 2021-12-31 13F AON PLC SHS CL A Stock G0403H108 293 293 88 0.0247
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.