Aon plc
DE ˙ DB ˙ IE00BLP1HW54
272,30 € ↓ -1,70 (-0,62%)
2026-06-03
AKTIENPREIS
SecurityDE:4VK / Aon plc
InstitutionPDS Planning, Inc
Latest Disclosed Ownership1,478 shares
Latest Disclosed Value $ 477,069
PDS Planning, Inc reports 5.12% increase in ownership of 4VK / Aon plc

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 1,478 shares of Aon plc (DE:4VK) valued at $413,988 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,406 shares of Aon plc. This represents a change in shares of 5.12% during the quarter. The current value of the position is $402,459 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)
2026-04-21 2026-03-31 13F AON SHS CL A G0403H108 1,478 72 5.12 477 -3.83 0.0315
2026-01-26 2025-12-31 13F AON SHS CL A G0403H108 1,406 -90 -6.02 496 -6.94 0.0331
2025-10-21 2025-09-30 13F AON SHS CL A G0403H108 1,496 -23 -1.51 533 -1.48 0.0369
2025-07-24 2025-06-30 13F AON SHS CL A G0403H108 1,519 554 57.41 542 40.52 0.0404
2025-04-24 2025-03-31 13F AON SHS CL A G0403H108 965 113 13.26 385 25.82 0.0325
2025-02-10 2024-12-31 13F AON SHS CL A G0403H108 852 18 2.16 306 6.25 0.0272
2024-10-30 2024-09-30 13F AON SHS CL A G0403H108 834 3 0.36 289 18.52 0.0259
2024-08-08 2024-06-30 13F AON SHS CL A G0403H108 831 -1 -0.12 244 -12.27 0.0246
2024-05-01 2024-03-31 13F AON SHS CL A G0403H108 832 -2 -0.24 278 14.46 0.0292
2024-02-01 2023-12-31 13F AON SHS CL A G0403H108 834 -7 -0.83 243 -11.03 0.0276
2023-10-23 2023-09-30 13F AON SHS CL A G0403H108 841 25 3.06 273 -3.20 0.0353
2023-07-21 2023-06-30 13F AON SHS CL A G0403H108 816 156 23.64 282 35.10 0.0360
2023-05-02 2023-03-31 13F AON SHS CL A G0403H108 660 660 208 0.0287
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.