Aon plc
DE ˙ DB ˙ IE00BLP1HW54
276,10 € ↑5,50 (2,03%)
2026-06-05
DEL PRIS
SecurityDE:4VK / Aon plc
InstitutionValeo Financial Advisors, LLC
Latest Disclosed Ownership919 shares
Latest Disclosed Value $ 296,683
Valeo Financial Advisors, LLC reports 60.59% decrease in ownership of 4VK / Aon plc

On May 8, 2026 - Valeo Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 919 shares of Aon plc (DE:4VK) valued at $257,412 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 2,332 shares of Aon plc. This represents a change in shares of -60.59% during the quarter. The current value of the position is $253,736 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)
2026-05-08 2026-03-31 13F AON Stock G0403H108 919 -1,413 -60.59 297 -63.99 0.0071
2026-02-04 2025-12-31 13F AON Stock G0403H108 2,332 -23 -0.98 823 -2.03 0.0183
2025-11-03 2025-09-30 13F AON Stock G0403H108 2,355 -79 -3.25 840 -3.34 0.0191
2025-09-12 2025-06-30 13F/A-1 AON Stock G0403H108 2,434 171 7.56 868 -3.88 0.0213
2025-07-22 2025-06-30 13F AON Stock G0403H108 2,311 48 824 0.0198
2025-04-30 2025-03-31 13F AON Stock G0403H108 2,263 101 4.67 903 16.37 0.0252
2025-01-30 2024-12-31 13F AON Stock G0403H108 2,162 -39 -1.77 776 1.97 0.0216
2024-10-10 2024-09-30 13F AON Stock G0403H108 2,201 340 18.27 761 39.38 0.0217
2024-07-10 2024-06-30 13F AON Stock G0403H108 1,861 135 7.82 546 2.44 0.0171
2024-04-25 2024-03-31 13F/A-1 AON Stock G0403H108 1,726 -430 -19.94 533 -14.99 0.0191
2024-04-19 2024-03-31 13F AON Stock G0403H108 1,830 -326 611 0.0210
2024-01-29 2023-12-31 13F AON Stock G0403H108 2,156 -275 -11.31 627 -20.43 0.0253
2023-10-20 2023-09-30 13F AON Stock G0403H108 2,431 390 19.11 788 11.93 0.0359
2023-07-14 2023-06-30 13F AON Stock G0403H108 2,041 -253 -11.03 704 -2.63 0.0322
2023-04-17 2023-03-31 13F AON Stock G0403H108 2,294 446 24.13 723 30.51 0.0348
2023-02-09 2022-12-31 13F AON Stock G0403H108 1,848 541 41.39 555 58.29 0.0304
2022-10-31 2022-09-30 13F AON Stock G0403H108 1,307 -285 -17.90 350 -18.41 0.0223
2022-08-03 2022-06-30 13F AON Stock G0403H108 1,592 -189 -10.61 429 -26.03 0.0269
2022-04-28 2022-03-31 13F AON Stock G0403H108 1,781 81 4.76 580 13.50 0.0295
2022-01-07 2021-12-31 13F AON Stock G0403H108 1,700 39 2.35 511 7.58 0.0277
2021-11-02 2021-09-30 13F AON Stock G0403H108 1,661 110 7.09 475 28.38 0.0271
2021-07-22 2021-06-30 13F AON Stock G0403H108 1,551 -160 -9.35 370 -6.09 0.0224
2021-04-12 2021-03-31 13F AON Stock G0403H108 1,711 324 23.36 394 34.47 0.0182
2021-02-11 2020-12-31 13F AON Stock G0403H108 1,387 6 0.43 293 2.81 0.0151
2020-10-28 2020-09-30 13F AON Stock G0403H108 1,381 -95 -6.44 285 0.35 0.0249
2020-07-20 2020-06-30 13F AON Stock G0403H108 1,476 -54 -3.53 284 -2.74 0.0259
2020-04-13 2020-03-31 13F AON Stock G0403H108 1,530 -136 -8.16 292 -15.85 0.0310
2020-01-24 2019-12-31 13F AON Stock G0408V102 1,666 274 19.68 347 28.52 0.0337
2019-10-15 2019-09-30 13F AON Stock G0408V102 1,392 470 50.98 270 51.69 0.0298
2019-07-10 2019-06-30 13F AON Stock G0408V102 922 -63 -6.40 178 5.95 0.0204
2019-04-12 2019-03-31 13F AON Stock G0408V102 985 21 2.18 168 20.00 0.0204
2019-01-30 2018-12-31 13F AON Stock G0408V102 964 -32 -3.21 140 -10.26 0.0196
2018-11-01 2018-09-30 13F AON Stock G0408V102 996 -5 -0.50 156 10.64 0.0211
2018-08-14 2018-06-30 13F AON Stock G0408V102 1,001 7 0.70 141 1.44 0.0198
2018-04-12 2018-03-31 13F AON Stock G0408V102 994 122 13.99 139 18.80 0.0223
2018-02-09 2017-12-31 13F AON PLC SHS CL A Stock G0408V102 872 151 20.94 117 11.43 0.0192
2017-11-15 2017-09-30 13F/A-1 AON PLC SHS CL A Stock G0408V102 721 721 105 0.0238
2017-11-14 2017-09-30 13F AON PLC SHS CL A Stock G0408V102 721 105
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.