Aon plc
DE ˙ DB ˙ IE00BLP1HW54
270,60 € ↓ -1,70 (-0,62%)
2026-06-04
DEL PRIS
SecurityDE:4VK / Aon plc
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership984,075 shares
Latest Disclosed Value $ 317,639,641
Wealthspire Advisors, LLC reports 259.68% increase in ownership of 4VK / Aon plc

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 984,075 shares of Aon plc (DE:4VK) valued at $275,639,408 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 273,596 shares of Aon plc. This represents a change in shares of 259.68% during the quarter. The current value of the position is $266,290,695 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)
2026-05-01 2026-03-31 13F AON SHS CL A G0403H108 984,075 710,479 259.68 317,640 229.00 2.4944
2026-02-12 2025-12-31 13F AON SHS CL A G0403H108 273,596 42,739 18.51 96,547 17.28 0.7683
2025-11-14 2025-09-30 13F AON SHS CL A G0403H108 230,857 -2,305 -0.99 82,319 -1.04 0.4304
2025-08-11 2025-06-30 13F AON SHS CL A G0403H108 233,162 -54,970 -19.08 83,183 -27.66 0.4674
2025-05-09 2025-03-31 13F AON SHS CL A G0403H108 288,132 -8,730 -2.94 114,991 7.85 0.6870
2025-02-04 2024-12-31 13F AON COM G0403H108 296,862 14,283 5.05 106,621 9.05 1.0597
2024-11-13 2024-09-30 13F AON SHS CL A G0403H108 282,579 -21,696 -7.13 97,769 9.45 0.9947
2024-08-08 2024-06-30 13F AON SHS CL A G0403H108 304,275 295,973 3,565.08 89,329 3,124.87 1.1439
2024-05-06 2024-03-31 13F AON SHS CL A G0403H108 8,302 -2,440 -22.71 2,771 -11.39 0.0370
2024-02-07 2023-12-31 13F AON SHS CL A G0403H108 10,742 831 8.38 3,126 -2.71 0.0444
2023-11-06 2023-09-30 13F AON SHS CL A G0403H108 9,911 5,631 131.57 3,213 117.54 0.0531
2023-08-01 2023-06-30 13F AON SHS CL A G0403H108 4,280 45 1.06 1,477 10.64 0.0241
2023-05-09 2023-03-31 13F AON SHS CL A G0403H108 4,235 -460 -9.80 1,335 -5.25 0.0229
2023-02-14 2022-12-31 13F AON SHS CL A G0403H108 4,695 361 8.33 1,409 21.36 0.0256
2022-11-14 2022-09-30 13F AON SHS CL A G0403H108 4,334 68 1.59 1,161 0.96 0.0243
2022-08-09 2022-06-30 13F AON SHS CL A G0403H108 4,266 3,422 405.45 1,150 318.18 0.0240
2022-05-09 2022-03-31 13F AON SHS CL A G0403H108 844 -3,636 -81.16 275 -79.58 0.0062
2022-02-14 2021-12-31 13F AON SHS CL A G0403H108 4,480 44 0.99 1,347 6.23 0.0298
2021-11-15 2021-09-30 13F AON SHS CL A G0403H108 4,436 4,436 1,268 0.0263
2021-08-13 2021-06-30 13F AON SHS CL A G0403H108 0 -4,918 -100.00 0 -100.00
2021-05-17 2021-03-31 13F AON SHS CL A G0403H108 4,918 678 15.99 1,132 26.34 0.0269
2021-02-16 2020-12-31 13F AON SHS CL A G0403H108 4,240 35 0.83 896 3.23 0.0267
2020-11-16 2020-09-30 13F AON SHS CL A G0403H108 4,205 723 20.76 868 29.36 0.0516
2020-08-14 2020-06-30 13F AON SHS CL A G0403H108 3,482 -1,422 -29.00 671 -17.06 0.0467
2020-05-12 2020-03-31 13F AON SHS CL A G0408V102 4,904 1,258 34.50 809 6.45 0.0339
2020-02-14 2019-12-31 13F AON SHS CL A G0408V102 3,646 1,341 58.18 760 70.40 0.0553
2019-11-12 2019-09-30 13F AON SHS CL A G0408V102 2,305 992 75.55 446 76.28 0.0365
2019-08-13 2019-06-30 13F AON SHS CL A G0408V102 1,313 1,313 253 0.0220
2019-05-07 2019-03-31 13F AON SHS CL A G0408V102 0 -215 -100.00 0 -100.00
2019-02-14 2018-12-31 13F AON SHS CL A G0408V102 215 215 31 0.0030
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.