Aon plc
US ˙ NYSE ˙ IE00BLP1HW54

SecurityAON / Aon plc
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership2,752 shares
Latest Disclosed Value $ 888,213
Ritholtz Wealth Management reports 42.37% increase in ownership of AON / Aon plc

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 2,752 shares of Aon plc (US:AON) valued at $888,291 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,933 shares of Aon plc. This represents a change in shares of 42.37% during the quarter. The current value of the position is $868,531 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)
2026-04-20 2026-03-31 13F AON SHS CL A G0403H108 2,752 819 42.37 888 30.21 0.0154
2026-01-23 2025-12-31 13F AON SHS CL A G0403H108 1,933 -87 -4.31 682 -5.28 0.0125
2025-10-28 2025-09-30 13F AON SHS CL A G0403H108 2,020 -38 -1.85 720 -1.91 0.0140
2025-07-28 2025-06-30 13F AON SHS CL A G0403H108 2,058 -130 -5.94 734 -15.92 0.0162
2025-04-17 2025-03-31 13F AON SHS CL A G0403H108 2,188 420 23.76 873 37.70 0.0261
2025-01-15 2024-12-31 13F AON SHS CL A G0403H108 1,768 3 0.17 635 3.93 0.0186
2024-10-10 2024-09-30 13F AON SHS CL A G0403H108 1,765 -19 -1.07 611 16.63 0.0184
2024-08-01 2024-06-30 13F AON SHS CL A G0403H108 1,784 -2,559 -58.92 524 -63.91 0.0173
2024-04-24 2024-03-31 13F AON SHS CL A G0403H108 4,343 -143 -3.19 1,449 11.03 0.0500
2024-01-18 2023-12-31 13F AON SHS CL A G0403H108 4,486 -3,662 -44.94 1,306 -50.59 0.0506
2023-10-13 2023-09-30 13F AON SHS CL A G0403H108 8,148 183 2.30 2,642 -3.93 0.1186
2023-07-17 2023-06-30 13F AON SHS CL A G0403H108 7,965 -772 -8.84 2,749 -0.18 0.1237
2023-04-20 2023-03-31 13F AON SHS CL A G0403H108 8,737 3,600 70.08 2,755 78.72 0.1373
2023-01-19 2022-12-31 13F AON SHS CL A G0403H108 5,137 -708 -12.11 1,542 -1.60 0.0861
2022-10-19 2022-09-30 13F AON SHS CL A G0403H108 5,845 3,642 165.32 1,566 163.64 0.0832
2022-07-15 2022-06-30 13F AON SHS CL A G0403H108 2,203 216 10.87 594 -8.19 0.0374
2022-04-14 2022-03-31 13F AON SHS CL A G0403H108 1,987 206 11.57 647 20.93 0.0437
2022-01-18 2021-12-31 13F AON SHS CL A G0403H108 1,781 70 4.09 535 9.41 0.0333
2021-10-14 2021-09-30 13F AON SHS CL A G0403H108 1,711 80 4.90 489 25.71 0.0339
2021-07-20 2021-06-30 13F AON SHS CL A G0403H108 1,631 45 2.84 389 6.58 0.0280
2021-05-12 2021-03-31 13F AON SHS CL A G0403H108 1,586 -8 -0.50 365 8.31 0.0304
2021-01-19 2020-12-31 13F AON SHS CL A G0403H108 1,594 -111 -6.51 337 -4.26 0.0323
2020-10-23 2020-09-30 13F AON SHS CL A G0403H108 1,705 28 1.67 352 8.98 0.0395
2020-07-15 2020-06-30 13F AON SHS CL A G0403H108 1,677 0 0.00 323 16.61 0.0416
2020-04-09 2020-03-31 13F AON SHS CL A G0408V102 1,677 0 0.00 277 -20.63 0.0444
2020-01-17 2019-12-31 13F AON SHS CL A G0408V102 1,677 -460 -21.53 349 -15.70 0.0509
2019-10-17 2019-09-30 13F AON SHS CL A G0408V102 2,137 -41 -1.88 414 -1.43 0.0672
2019-07-15 2019-06-30 13F AON SHS CL A G0408V102 2,178 0 0.00 420 12.90 0.0717
2019-04-12 2019-03-31 13F AON SHS CL A G0408V102 2,178 0 0.00 372 17.35 0.0681
2019-01-18 2018-12-31 13F AON SHS CL A G0408V102 2,178 0 0.00 317 -5.37 0.0718
2018-10-12 2018-09-30 13F AON SHS CL A G0408V102 2,178 -46 -2.07 335 9.84 0.0848
2018-07-12 2018-06-30 13F AON SHS CL A G0408V102 2,224 165 8.01 305 5.54 0.0829
2018-04-17 2018-03-31 13F AON SHS CL A G0408V102 2,059 0 0.00 289 4.71 0.0826
2018-01-23 2017-12-31 13F AON SHS CL A G0408V102 2,059 2,059 276 0.0818
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.