Aon plc
DE ˙ DB ˙ IE00BLP1HW54
276,10 € ↑5,50 (2,03%)
2026-06-05
DEL PRIS
SecurityDE:4VK / Aon plc
InstitutionMarks Group Wealth Management, Inc
Latest Disclosed Ownership12,928 shares
Latest Disclosed Value $ 4,172,900
Marks Group Wealth Management, Inc reports 34.29% decrease in ownership of 4VK / Aon plc

On May 5, 2026 - Marks Group Wealth Management, Inc filed a 13F-HR form disclosing ownership of 12,928 shares of Aon plc (DE:4VK) valued at $3,621,133 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 19,674 shares of Aon plc. This represents a change in shares of -34.29% during the quarter. The current value of the position is $3,569,421 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)
2026-05-05 2026-03-31 13F AON SHS CL A G0403H108 12,928 -6,746 -34.29 4,173 -39.90 0.4024
2026-02-11 2025-12-31 13F AON SHS CL A G0403H108 19,674 -5,097 -20.58 6,943 -21.40 0.6647
2025-11-10 2025-09-30 13F AON SHS CL A G0403H108 24,771 -859 -3.35 8,833 -3.40 0.8207
2025-07-22 2025-06-30 13F AON SHS CL A G0403H108 25,630 290 1.14 9,144 -9.58 0.8505
2025-05-01 2025-03-31 13F AON SHS CL A G0403H108 25,340 493 1.98 10,113 13.31 0.9731
2025-01-29 2024-12-31 13F AON SHS CL A G0403H108 24,847 319 1.30 8,924 5.16 0.8790
2024-10-30 2024-09-30 13F AON SHS CL A G0403H108 24,528 992 4.21 8,486 22.83 0.8102
2024-08-14 2024-06-30 13F AON SHS CL A G0403H108 23,536 935 4.14 6,910 -8.39 0.7278
2024-04-29 2024-03-31 13F AON SHS CL A G0403H108 22,601 1,408 6.64 7,542 22.30 0.7884
2024-02-01 2023-12-31 13F AON SHS CL A G0403H108 21,193 293 1.40 6,168 -8.99 0.7029
2023-10-30 2023-09-30 13F AON SHS CL A G0403H108 20,900 -154 -0.73 6,776 -6.76 0.8389
2023-07-19 2023-06-30 13F AON SHS CL A G0403H108 21,054 -146 -0.69 7,268 8.72 0.8643
2023-05-03 2023-03-31 13F AON SHS CL A G0403H108 21,200 3,979 23.11 6,684 29.33 0.8541
2023-02-06 2022-12-31 13F AON SHS CL A G0403H108 17,221 -67 -0.39 5,169 11.60 0.7056
2022-11-14 2022-09-30 13F AON SHS CL A G0403H108 17,288 -9,925 -36.47 4,631 -36.90 0.7047
2022-08-09 2022-06-30 13F AON SHS CL A G0403H108 27,213 -22,112 -44.83 7,339 -54.31 1.0583
2022-05-10 2022-03-31 13F AON SHS CL A G0403H108 49,325 3,904 8.60 16,062 17.42 1.6710
2022-05-10 2022-03-31 13F AON SHS CL A G0403H108 871 284
2022-03-03 2021-12-31 13F/A-1 AON SHS CL A G0403H108 45,421 -1,498 -3.19 13,679 2.03 1.6670
2022-02-14 2021-12-31 13F AON SHS CL A G0403H108 45,421 -1,498 9,706 1.7954
2021-11-15 2021-09-30 13F AON SHS CL A G0403H108 46,919 22,681 93.58 13,407 131.47 1.8134
2021-08-10 2021-06-30 13F AON SHS CL A G0403H108 24,238 -26,868 -52.57 5,792 -50.83 0.7952
2021-05-17 2021-03-31 13F AON SHS CL A G0403H108 51,106 1,879 3.82 11,779 13.25 1.7456
2021-02-08 2020-12-31 13F AON SHS CL A G0403H108 49,227 2,350 5.01 10,401 7.56 1.6206
2020-11-10 2020-09-30 13F AON SHS CL A G0403H108 46,877 2,771 6.28 9,670 13.71 1.7470
2020-08-10 2020-06-30 13F AON SHS CL A G0403H108 44,106 10,233 30.21 8,504 53.84 1.7285
2020-04-23 2020-03-31 13F AON SHS CL A G0408V102 33,873 -879 -2.53 5,528 -23.63 1.4279
2020-02-12 2019-12-31 13F AON SHS CL A G0408V102 34,752 34,752 7,238 1.4238
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.