Aon plc
DE ˙ DB ˙ IE00BLP1HW54
276,10 € ↑5,50 (2,03%)
2026-06-05
DEL PRIS
SecurityDE:4VK / Aon plc
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership2,280 shares
Latest Disclosed Value $ 735,439
SRS Capital Advisors, Inc. reports 0.62% increase in ownership of 4VK / Aon plc

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 2,280 shares of Aon plc (DE:4VK) valued at $638,628 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,266 shares of Aon plc. This represents a change in shares of 0.62% during the quarter. The current value of the position is $629,508 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)
2026-05-13 2026-03-31 13F AON SHS CL A G0403H108 2,280 14 0.62 735 -8.01 0.0208
2026-02-13 2025-12-31 13F AON SHS CL A G0403H108 2,266 -354 -13.51 800 -14.45 0.0233
2025-11-14 2025-09-30 13F AON SHS CL A G0403H108 2,620 866 49.37 935 49.44 0.0134
2025-08-12 2025-06-30 13F AON SHS CL A G0403H108 1,754 1,097 166.97 626 138.55 0.0288
2025-05-15 2025-03-31 13F AON SHS CL A G0403H108 657 128 24.20 262 38.62 0.0168
2025-02-05 2024-12-31 13F AON SHS CL A G0403H108 529 -168 -24.10 190 -21.58 0.0120
2024-11-06 2024-09-30 13F AON SHS CL A G0403H108 697 13 1.90 241 20.50 0.0215
2024-08-06 2024-06-30 13F AON SHS CL A G0403H108 684 -124 -15.35 201 -25.65 0.0196
2024-05-14 2024-03-31 13F AON SHS CL A G0403H108 808 -7 -0.86 270 13.50 0.0285
2024-02-06 2023-12-31 13F AON SHS CL A G0403H108 815 289 54.94 237 39.41 0.0264
2023-11-14 2023-09-30 13F AON SHS CL A G0403H108 526 -1 -0.19 170 -6.08 0.0212
2023-08-14 2023-06-30 13F AON SHS CL A G0403H108 527 -8 -1.50 182 7.74 0.0232
2023-05-16 2023-03-31 13F AON SHS CL A G0403H108 535 13 2.49 169 7.69 0.0223
2023-02-24 2022-12-31 13F AON SHS CL A G0403H108 522 -47 -8.26 157 2.63 0.0217
2022-11-03 2022-09-30 13F AON SHS CL A G0403H108 569 49 9.42 152 8.57 0.0240
2022-08-22 2022-06-30 13F AON SHS CL A G0403H108 520 120 30.00 140 7.69 0.0212
2022-05-12 2022-03-31 13F AON SHS CL A G0403H108 400 113 39.37 130 51.16 0.0173
2022-02-08 2021-12-31 13F AON SHS CL A G0403H108 287 1 0.35 86 4.88 0.0109
2021-11-05 2021-09-30 13F AON SHS CL A G0403H108 286 4 1.42 82 22.39 0.0112
2021-08-02 2021-06-30 13F AON SHS CL A G0403H108 282 19 7.22 67 19.64 0.0091
2021-02-03 2020-12-31 13F AON SHS CL A G0403H108 263 10 3.95 56 7.69 0.0083
2020-11-12 2020-09-30 13F AON SHS CL A G0403H108 253 253 52 0.0088
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.