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AON PLC Cl A
AON PLC Cl A. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 16 Institutional holders with a total value of $33,142,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 RUANE, CUNNIFF & GOLDFARB INC 134,700 11,353,000 34.26%
2 Constellation Wealth Advisors, LLC 106,000 8,934,000 26.96%
3 World Asset Management Inc 40,919 3,449,000 10.41%
4 ABNER HERRMAN & BROCK LLC 38,884 3,277,000 9.89%
5 Windsor Financial Group, LLC 30,930 2,607,000 7.87%
6 Veritable, L.P. 7,410 625,000 1.89%
7 SMITH HAYES Advisers, Inc 6,896 581,000 1.75%
8 Ameritas Investment Partners, Inc. 6,027 508,000 1.53%
9 J.P. Morgan Private Wealth Advisors LLC 4,691 395,000 1.19%
10 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3,764 317,000 0.96%
11 Laird Norton Wetherby Wealth Management, LLC 3,384 285,000 0.86%
12 CrestPoint Capital Management, LLC 2,900 244,000 0.74%
13 Calvert Investment Management, Inc. 2,856 241,000 0.73%
14 Plante Moran Financial Advisors, LLC 2,847 240,000 0.72%
15 Bollard Group LLC 682 57,000 0.17%
16 JAMES INVESTMENT RESEARCH, INC. 350 29,000 0.09%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.