Aon plc
DE ˙ DB ˙ IE00BLP1HW54
270,60 € ↓ -1,70 (-0,62%)
2026-06-04
DEL PRIS
SecurityDE:4VK / Aon plc
InstitutionSummit Trail Advisors, Llc
Latest Disclosed Ownership90,234 shares
Latest Disclosed Value $ 29,125,740
Summit Trail Advisors, Llc reports 4.89% increase in ownership of 4VK / Aon plc

On May 12, 2026 - Summit Trail Advisors, Llc filed a 13F-HR form disclosing ownership of 90,234 shares of Aon plc (DE:4VK) valued at $25,274,543 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 86,028 shares of Aon plc. This represents a change in shares of 4.89% during the quarter. The current value of the position is $24,417,320 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)
2026-05-12 2026-03-31 13F AON SHS CL A G0403H108 90,234 4,206 4.89 29,126 -4.06 0.4173
2026-02-17 2025-12-31 13F AON SHS CL A G0403H108 86,028 -26,273 -23.40 30,358 -24.19 0.5248
2025-11-14 2025-09-30 13F AON SHS CL A G0403H108 112,301 -2,074 -1.81 40,044 -1.86 0.5530
2025-08-14 2025-06-30 13F AON SHS CL A G0403H108 114,375 2,995 2.69 40,804 -8.20 0.7003
2025-04-28 2025-03-31 13F AON SHS CL A G0403H108 111,380 -1,686 -1.49 44,451 9.46 1.4663
2025-01-29 2024-12-31 13F AON SHS CL A G0403H108 113,066 -33,192 -22.69 40,609 -19.75 1.4986
2024-11-12 2024-09-30 13F AON SHS CL A G0403H108 146,258 -78,873 -35.03 50,604 -23.44 1.2545
2024-08-13 2024-06-30 13F Aon PLC Com Usd0.01 SHS CL A G0403H108 225,131 222,965 10,293.86 66,094 9,054.29 1.7373
2024-04-23 2024-03-31 13F AON SHS CL A G0403H108 2,166 258 13.52 723 30.09 0.0192
2024-02-06 2023-12-31 13F AON SHS CL A G0403H108 1,908 -360 -15.87 555 -24.49 0.0184
2023-10-30 2023-09-30 13F AON SHS CL A G0403H108 2,268 128 5.98 735 -0.41 0.0271
2023-07-25 2023-06-30 13F AON SHS CL A G0403H108 2,140 165 8.35 739 18.65 0.0279
2023-05-04 2023-03-31 13F AON SHS CL A G0403H108 1,975 -196 -9.03 623 -4.45 0.0251
2023-02-07 2022-12-31 13F Aon PLC Com Usd0.01 COM G0403H108 2,171 134 6.58 652 19.23 0.0290
2022-11-10 2022-09-30 13F Aon PLC Com Usd0.01 Stock G0403H108 2,037 178 9.58 546 8.98 0.0295
2022-08-09 2022-06-30 13F Aon PLC Com Usd0.01 COM G0403H108 1,859 180 10.72 501 -8.41 0.0310
2022-05-16 2022-03-31 13F Aon PLC Com Usd0.01 EQUITY G0403H108 1,679 639 61.44 547 74.76 0.0442
2022-02-11 2021-12-31 13F Aon PLC Com Usd0.01 Equity G0403H108 1,040 115 12.43 313 18.56 0.0202
2021-11-16 2021-09-30 13F Aon PLC Com Usd0.01 SHS CL A G0403H108 925 925 264 0.0198
2021-02-16 2020-12-31 13F Ehealth Inc Com Equity G0403H108 0 -31,845 -100.00 0 -100.00
2020-11-16 2020-09-30 13F Ehealth Inc Com Equity G0403H108 31,845 31,845 2,245 0.4342
2019-05-16 2019-03-31 13F AON PLC SHS CL A EQUITY G0408V102 0 -4,336 -100.00 0 -100.00
2019-02-13 2018-12-31 13F AON PLC SHS CL A EQUITY G0408V102 4,336 -3,994 -47.95 630 -50.82 0.2228
2018-11-14 2018-09-30 13F AON PLC SHS CL A EQUITY G0408V102 8,330 1,054 14.49 1,281 28.36 0.2827
2018-08-10 2018-06-30 13F Aon PLC SHS CL A EQUITY G0408V102 7,276 -172,913 -95.96 998 454.44 0.3490
2018-05-21 2018-03-31 13F AON PLC SHS CL A EQUITY G0408V102 180,189 178,839 13,247.33 180 -3.23 0.0280
2018-02-14 2017-12-31 13F AON PLC COM USD0.01 CL A EQUITY G0408V102 1,350 1,350 186 0.0235
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.