Ascent Group’s Aon AON Stock Holding History

Ascent Group’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	$2.12M	Sell	6,563 -2,169	-25%	-$721K	0.07%	240
2025 Q4	$3.08M	Buy	8,732 +290	+3%	+$101K	0.11%	187
2025 Q3	$3.01M	Buy	8,442 +441	+6%	+$160K	0.11%	179
2025 Q2	$2.85M	Sell	8,001 -33	-0.4%	-$12K	0.11%	176
2025 Q1	$3.21M	Buy	8,034 +2,316	+41%	+$888K	0.14%	164
2024 Q4	$2.05M	Sell	5,718 -260	-4%	-$95.6K	0.15%	171
2024 Q3	$2.07M	Buy	5,978 +215	+4%	+$70.3K	0.16%	170
2024 Q2	$1.69M	Sell	5,763 -549	-9%	-$162K	0.14%	202
2024 Q1	$2.11M	Sell	6,312 -173	-3%	-$53.6K	0.19%	165
2023 Q4	$2.01M	Buy	6,485 +383	+6%	+$123K	0.19%	151
2023 Q3	$2.02M	Buy	6,102 +222	+4%	+$73.4K	0.22%	131
2023 Q2	$1.85M	Sell	5,880 -2,413	-29%	-$784K	0.2%	151
2023 Q1	$2.61M	Sell	8,293 -104	-1%	-$32.2K	0.28%	89
2022 Q4	$2.52M	Buy	8,397 +344	+4%	+$101K	0.3%	86
2022 Q3	$2.27M	Buy	8,053 +373	+5%	+$105K	0.28%	110
2022 Q2	$2.23M	Buy	7,680 +799	+12%	+$230K	0.27%	113
2022 Q1	$2.24M	Sell	6,881 -1,648	-19%	-$479K	0.26%	133
2021 Q4	$2.27M	Buy	+8,529	New	+$2.56M	0.29%	121

Other funds holding AON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

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

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM