Alta Advisers’s Aon AON Stock Holding History

Alta Advisers’s Portfolio AON Stock Details AON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$274K	Hold	850	–	–	0.1%	152
2025 Q4	$300K	Sell	850 -160	-16%	-$55.9K	0.11%	133
2025 Q3	$360K	Hold	1,010	–	–	0.11%	150
2025 Q2	$360K	Hold	1,010	–	–	0.13%	147
2025 Q1	$403K	Buy	1,010 +300	+42%	+$115K	0.17%	118
2024 Q4	$255K	Buy	710 +110	+18%	+$40.4K	0.16%	121
2024 Q3	$208K	Hold	600	–	–	0.09%	140
2024 Q2	$176K	Hold	600	–	–	0.08%	148
2024 Q1	$200K	Hold	600	–	–	0.1%	133
2023 Q4	$175K	Hold	600	–	–	0.09%	134
2023 Q3	$195K	Hold	600	–	–	0.11%	112
2023 Q2	$207K	Hold	600	–	–	0.12%	104
2023 Q1	$189K	Hold	600	–	–	0.11%	106
2022 Q4	$180K	Hold	600	–	–	0.11%	108
2022 Q3	$161K	Buy	+600	New	+$170K	0.1%	108

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Alta Advisers's AON Position: Q1 2026 in Review

Alta Advisers held its Aon (AON) position steady in Q1 2026 at 850 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #152.

Alta Advisers first reported a position in AON in Q3 2022 and has held it in 15 quarters since. The position peaked at $403K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Alta Advisers held 850 shares of Aon worth $274K as of Q1 2026.
Alta Advisers left its Aon share count unchanged in Q1 2026.
Aon made up 0.1% of Alta Advisers's portfolio in Q1 2026, its #152 holding.
Alta Advisers first reported a position in Aon in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Aon position peaked at $403K in Q1 2025.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.