Aon plc
DE ˙ DB ˙ IE00BLP1HW54
276,10 € ↑5,50 (2,03%)
2026-06-05
DEL PRIS
SecurityDE:4VK / Aon plc
InstitutionPensionmark Financial Group, Llc
Latest Disclosed Ownership10,654 shares
Latest Disclosed Value $ 3,438,879
Pensionmark Financial Group, Llc reports 226.41% increase in ownership of 4VK / Aon plc

On April 27, 2026 - Pensionmark Financial Group, Llc filed a 13F-HR form disclosing ownership of 10,654 shares of Aon plc (DE:4VK) valued at $2,984,185 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 13, 2026 disclosing 3,264 shares of Aon plc. This represents a change in shares of 226.41% during the quarter. The current value of the position is $2,941,569 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)
2026-04-27 2026-03-31 13F AON SHS CL A G0403H108 10,654 7,390 226.41 3,439 198.70 0.0554
2026-03-13 2025-12-31 13F/A-1 AON SHS CL A G0403H108 3,264 -85 -2.54 1,152 -3.60 0.0187
2026-02-04 2025-12-31 13F AON SHS CL A G0403H108 3,264 -85 1,106 0.0212
2025-10-15 2025-09-30 13F AON SHS CL A G0403H108 3,349 -3 -0.09 1,194 -0.08 0.0244
2025-08-04 2025-06-30 13F AON SHS CL A G0403H108 3,352 276 8.97 1,196 -2.61 0.0271
2025-04-29 2025-03-31 13F AON SHS CL A G0403H108 3,076 585 23.48 1,228 37.25 0.0319
2025-02-12 2024-12-31 13F AON SHS CL A G0403H108 2,491 1,695 212.94 895 225.09 0.0245
2024-11-25 2024-09-30 13F/A-1 AON SHS CL A G0403H108 796 796 275 0.0086
2024-11-14 2024-09-30 13F AON SHS CL A G0403H108 796 796 275 0.0086
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.