Aon plc
DE ˙ DB ˙ IE00BLP1HW54
276,10 € ↑5,50 (2,03%)
2026-06-05
DEL PRIS
SecurityDE:4VK / Aon plc
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership2,545 shares
Latest Disclosed Value $ 897,973
Global Retirement Partners, LLC reports 31.19% increase in ownership of 4VK / Aon plc

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 2,545 shares of Aon plc (DE:4VK) valued at $767,572 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 1,940 shares of Aon plc. This represents a change in shares of 31.19% during the quarter. The current value of the position is $702,674 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)
2026-02-06 2025-12-31 13F AON SHS CL A G0403H108 2,545 605 31.19 898 29.81 0.0159
2025-10-21 2025-09-30 13F AON SHS CL A G0403H108 1,940 48 2.54 692 2.52 0.0155
2025-08-12 2025-06-30 13F AON SHS CL A G0403H108 1,892 -374 -16.50 675 -17.10 0.0167
2025-01-31 2024-12-31 13F AON SHS CL A G0403H108 2,266 397 21.24 814 25.85 0.0233
2024-10-16 2024-09-30 13F AON SHS CL A G0403H108 1,869 11 0.59 647 18.53 0.0195
2024-07-23 2024-06-30 13F AON SHS CL A G0403H108 1,858 137 7.96 546 -5.05 0.0171
2024-04-23 2024-03-31 13F AON SHS CL A G0403H108 1,721 31 1.83 574 13.21 0.0214
2024-01-18 2023-12-31 13F AON SHS CL A G0403H108 1,690 -28 -1.63 508 -9.14 0.0212
2023-10-13 2023-09-30 13F AON SHS CL A G0403H108 1,718 10 0.59 558 -5.26 0.0281
2023-07-20 2023-06-30 13F AON SHS CL A G0403H108 1,708 1 0.06 589 7.88 0.0288
2023-05-08 2023-03-31 13F AON SHS CL A G0403H108 1,707 335 24.42 547 32.85 0.0290
2023-02-13 2022-12-31 13F AON SHS CL A G0403H108 1,372 203 17.37 412 24.92 0.0283
2022-11-03 2022-09-30 13F AON SHS CL A G0403H108 1,169 -25 -2.09 329 2.17 0.0249
2022-07-15 2022-06-30 13F AON SHS CL A G0403H108 1,194 9 0.76 322 1.26 0.0259
2022-07-14 2022-03-31 13F AON SHS CL A G0403H108 1,185 87 7.92 318 -3.64 0.0250
2022-01-21 2021-12-31 13F AON SHS CL A G0403H108 1,098 2 0.18 330 5.43 0.2554
2021-10-22 2021-09-30 13F AON SHS CL A G0403H108 1,096 1 0.09 313 19.92 0.0310
2021-07-15 2021-06-30 13F AON SHS CL A G0403H108 1,095 0 0.00 261 3.57 0.0267
2021-04-14 2021-03-31 13F AON SHS CL A G0403H108 1,095 -38 -3.35 252 5.44 0.0295
2021-01-13 2020-12-31 13F AON SHS CL A G0403H108 1,133 0 0.00 239 2.14 0.0299
2020-10-09 2020-09-30 13F AON SHS CL A G0403H108 1,133 0 0.00 234 7.34 0.0343
2020-07-13 2020-06-30 13F AON SHS CL A G0403H108 1,133 0 0.00 218 16.58 0.0348
2020-04-28 2020-03-31 13F AON SHS CL A G0408V102 1,133 0 0.00 187 -20.76 0.0354
2020-01-23 2019-12-31 13F AON SHS CL A G0408V102 1,133 -23 -1.99 236 5.36 0.0361
2019-11-19 2019-09-30 13F AON SHS CL A G0408V102 1,156 16 1.40 224 1.82 0.0368
2019-11-19 2019-06-30 13F AON SHS CL A G0408V102 1,140 0 0.00 220 12.82 0.0421
2019-05-07 2019-03-31 13F AON SHS CL A G0408V102 1,140 38 3.45 195 21.88 0.0472
2019-02-22 2018-12-31 13F AON SHS CL A G0408V102 1,102 -20 -1.78 160 -7.51 0.0409
2018-10-17 2018-09-30 13F AON SHS CL A G0408V102 1,122 0 0.00 173 12.34 0.0391
2018-08-13 2018-06-30 13F AON SHS CL A G0408V102 1,122 0 0.00 154 -1.91 0.0389
2018-08-10 2018-03-31 13F AON SHS CL A G0408V102 1,122 33 3.03 157 7.53 0.0433
2018-08-13 2017-12-31 13F AON SHS CL A G0408V102 1,089 44 4.21 146 -4.58 0.0401
2018-08-10 2017-09-30 13F AON SHS CL A G0408V102 1,045 0 0.00 153 10.07 0.0633
2018-08-10 2017-06-30 13F AON SHS CL A G0408V102 1,045 0 0.00 139 12.10 0.0654
2018-08-10 2017-03-31 13F AON SHS CL A G0408V102 1,045 0 0.00 124 5.98 0.0693
2018-08-10 2016-12-31 13F AON SHS CL A G0408V102 1,045 1,045 117 0.0786
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.