Aon plc
DE ˙ DB ˙ IE00BLP1HW54
276,10 € ↑5,50 (2,03%)
2026-06-05
DEL PRIS
SecurityDE:4VK / Aon plc
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership15,553 shares
Latest Disclosed Value $ 5,020,253
Kestra Advisory Services, LLC reports 17.91% decrease in ownership of 4VK / Aon plc

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 15,553 shares of Aon plc (DE:4VK) valued at $4,356,395 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 18,946 shares of Aon plc. This represents a change in shares of -17.91% during the quarter. The current value of the position is $4,294,183 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)
2026-04-30 2026-03-31 13F AON SHS CL A G0403H108 15,553 -3,393 -17.91 5,020 -24.91 0.0190
2026-02-13 2025-12-31 13F AON SHS CL A G0403H108 18,946 -1,057 -5.28 6,686 -6.27 0.0275
2025-11-14 2025-09-30 13F AON SHS CL A G0403H108 20,003 234 1.18 7,133 1.13 0.0326
2025-08-15 2025-06-30 13F AON SHS CL A G0403H108 19,769 1,366 7.42 7,053 -3.98 0.0344
2025-05-14 2025-03-31 13F AON SHS CL A G0403H108 18,403 -823 -4.28 7,344 6.36 0.0355
2025-02-10 2024-12-31 13F AON SHS CL A G0403H108 19,226 -1,267 -6.18 6,905 -2.61 0.0377
2024-11-13 2024-09-30 13F AON SHS CL A G0403H108 20,493 2,319 12.76 7,090 32.90 0.0391
2024-08-14 2024-06-30 13F AON SHS CL A G0403H108 18,174 10,004 122.45 5,336 95.71 0.0298
2024-05-15 2024-03-31 13F AON SHS CL A G0403H108 8,170 -994 -10.85 2,727 2.25 0.0183
2024-02-14 2023-12-31 13F AON SHS CL A G0403H108 9,164 630 7.38 2,667 -3.62 0.0216
2023-11-13 2023-09-30 13F AON SHS CL A G0403H108 8,534 978 12.94 2,767 6.06 0.0272
2023-08-11 2023-06-30 13F AON SHS CL A G0403H108 7,556 -1,109 -12.80 2,608 -4.54 0.0261
2023-05-12 2023-03-31 13F AON SHS CL A G0403H108 8,665 -6,987 -44.64 2,732 -41.84 0.0296
2023-01-31 2022-12-31 13F AON SHS CL A G0403H108 15,652 3,677 30.71 4,698 156,466.67 0.0417
2022-11-01 2022-09-30 13F/A-1 AON SHS CL A G0403H108 11,975 2,300 23.77 3 50.00 0.0343
2022-11-01 2022-09-30 13F AON SHS CL A G0403H108 11,975 2,300 3,208 0.0343
2022-08-12 2022-06-30 13F AON SHS CL A G0403H108 9,675 732 8.19 3 0.00 0.0268
2022-07-20 2022-03-31 13F/A-1 AON SHS CL A G0403H108 8,943 -960 -9.69 3 0.00 0.0303
2022-04-26 2022-03-31 13F AON SHS CL A G0403H108 8,943 -960 2,912 0.0303
2022-07-25 2021-12-31 13F/A-1 AON SHS CL A G0403H108 9,903 -544 -5.21 3 0.00 0.0301
2022-01-20 2021-12-31 13F AON SHS CL A G0403H108 9,903 -544 2,976 0.0301
2022-07-25 2021-09-30 13F/A-1 AON SHS CL A G0403H108 10,447 -194 -1.82 3 0.00 0.0298
2021-10-19 2021-09-30 13F AON SHS CL A G0403H108 10,447 -194 2,985 0.0298
2022-07-26 2021-06-30 13F/A-1 AON SHS CL A G0403H108 10,641 814 8.28 3 0.00 0.0288
2021-07-28 2021-06-30 13F AON SHS CL A G0403H108 10,641 814 2,541 0.0288
2022-07-27 2021-03-31 13F/A-1 AON SHS CL A G0403H108 9,827 5,651 135.32 2 -99.77 0.0287
2021-05-10 2021-03-31 13F AON SHS CL A G0403H108 9,827 5,651 2,261 0.0287
2022-07-28 2020-12-31 13F/A-1 AON SHS CL A G0403H108 4,176 4,108 6,041.18 1 -100.00 0.0100
2021-01-20 2020-12-31 13F AON SHS CL A G0403H108 4,176 4,108 863 0.0100
2022-07-29 2020-09-30 13F/A-1 AON SHS CL A G0403H108 68 68 915,000 0.0171
2020-11-12 2020-09-30 13F AON SHS CL A G0403H108 68 68 915 0.0171
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.