Form 13-F position report

AON PLC ORD SHS CL A NEW (IRL)

Reported by Marks Group Wealth Management Inc

AON CUSIP G0403H108 Manager CIK 0001802473

Reported 27,213 shares, down 22,112 (44.8%) from the prior quarter.

Reported value -54.3%; share count -44.8% vs. the prior quarter.

Reduced
% of reported 13F value 1.06% This manager · Q2 2022
Shares 27,213 Quarter-end amount reported
Reported value $7,339,000 Fair value at quarter end
Consecutive quarters held 9 Through Q2 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 13679000
2022-03-31 16062000
2022-06-30 7339000
2022-09-30 4631000
2022-12-31 5168724
2023-03-31 6684159
2023-06-30 7267856
2023-09-30 6776216
2023-12-31 6167606
2024-03-31 7542424
2024-06-30 6909699
2024-09-30 8486443
2024-12-31 8924049
2025-03-31 10112967
2025-06-30 9143811
2025-09-30 8832843
2025-12-31 6942561
2026-03-31 4172900
2026-06-30 2334766
2026-09-30 1649549

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for AON PLC ORD SHS CL A NEW (IRL) held by Marks Group Wealth Management Inc.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 5,960 -1,079 (-15.3%) 0.14% $1,649,549 2026-11-05
Q2 2026 Reduced 7,039 -5,889 (-45.6%) 0.2% $2,334,766 2026-07-28
Q1 2026 Reduced 12,928 -6,746 (-34.3%) 0.4% $4,172,900 2026-05-05
Q4 2025 Reduced 19,674 -5,097 (-20.6%) 0.66% $6,942,561 2026-02-11
Q3 2025 Reduced 24,771 -859 (-3.4%) 0.82% $8,832,843 2025-11-10
Q2 2025 Added 25,630 +290 (1.1%) 0.85% $9,143,811 2025-07-22
Q1 2025 Added 25,340 +493 (2.0%) 0.97% $10,112,967 2025-05-01
Q4 2024 Added 24,847 +319 (1.3%) 0.88% $8,924,049 2025-01-29
Q3 2024 Added 24,528 +992 (4.2%) 0.81% $8,486,443 2024-10-30
Q2 2024 Added 23,536 +935 (4.1%) 0.73% $6,909,699 2024-08-14
Q1 2024 Added 22,601 +1,408 (6.6%) 0.79% $7,542,424 2024-04-29
Q4 2023 Added 21,193 +293 (1.4%) 0.7% $6,167,606 2024-02-01
Q3 2023 Reduced 20,900 -154 (-0.7%) 0.84% $6,776,216 2023-10-30
Q2 2023 Reduced 21,054 -146 (-0.7%) 0.86% $7,267,856 2023-07-19
Q1 2023 Added 21,200 +3,979 (23.1%) 0.85% $6,684,159 2023-05-03
Q4 2022 Reduced 17,221 -67 (-0.4%) 0.71% $5,168,724 2023-02-06
Q3 2022 Reduced 17,288 -9,925 (-36.5%) 0.7% $4,631,000 2022-11-14
Q2 2022 Reduced 27,213 -22,112 (-44.8%) 1.06% $7,339,000 2022-08-09
Q1 2022 Added 49,325 +3,904 (8.6%) 2.02% $16,062,000 2022-05-10
Q4 2021 Reduced 45,421 -1,498 (-3.2%) 1.67% $13,679,000 2022-02-14
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

1017 managers reported AON PLC ORD SHS CL A NEW (IRL) for Q2 2022.

Managers reporting AON PLC ORD SHS CL A NEW (IRL) in Q2 2022.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 17,922,637 +25,001 0.14% $4,833,376,000 9 qtrs
MASSACHUSETTS FINANCIAL SERVICES CO MA Reduced 16,424,298 -1,584,482 1.53% $4,429,305,000 9 qtrs
BlackRock Inc Reduced 13,590,766 -668,594 0.12% $3,665,159,000 9 qtrs
Capital World Investors Added 9,630,309 +687,346 0.55% $2,597,094,000 10 qtrs
STATE STREET CORPORATION Reduced 8,819,969 -959,133 0.14% $2,378,569,000 9 qtrs
Capital International Investors Added 5,769,092 +284,587 0.42% $1,555,567,000 10 qtrs
WCM INVESTMENT MANAGEMENT LLC Reduced 5,558,579 -320,761 5.36% $1,494,591,000 8 qtrs
Mawer Investment Management Ltd Reduced 5,371,672 -186,568 8.23% $1,448,633,000 9 qtrs
LAZARD ASSET MANAGEMENT LLC Reduced 5,016,500 -60,201 1.83% $1,352,847,000 9 qtrs
BERKSHIRE HATHAWAY INC Unchanged 4,396,000 0 0.39% $1,185,514,000 6 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2022
Filed
August 09, 2022
Filing type
13F-HR
Position type
SHS CL A

Voting authority reported

Sole
24,908
Shared
871
None
1,434

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.