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B. Riley Wealth Advisors’s Aon AON Stock Holding History

B. Riley Wealth Advisors’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
2025
Q2 		– Sell
-636
Closed -$254K – 1053
2025
Q1 		$254K Sell
636
-2
-0.3% -$767 0.01% 1055
2024
Q4 		$229K Sell
638
-234
-27% -$86K 0.01% 977
2024
Q3 		$302K Buy
872
+170
+24% +$55.6K 0.01% 952
2024
Q2 		$206K Sell
702
-910
-56% -$269K 0.01% 1226
2024
Q1 		$523K Buy
1,612
+583
+57% +$181K 0.01% 769
2023
Q4 		$299K Sell
1,029
-583
-36% -$187K 0.01% 1058
2023
Q3 		$523K Buy
1,612
+284
+21% +$94K 0.01% 769
2023
Q2 		$458K Sell
1,328
-1,130
-46% -$367K 0.01% 894
2023
Q1 		$775K Buy
2,458
+370
+18% +$115K 0.02% 631
2022
Q4 		$627K Buy
2,088
+561
+37% +$164K 0.02% 704
2022
Q3 		$410K Buy
1,527
+385
+34% +$109K 0.01% 845
2022
Q2 		$310K Sell
1,142
-41
-3% -$11.8K 0.01% 862
2022
Q1 		$387K Buy
+1,183
New +$344K 0.01% 900
2020
Q3 		– Sell
-2,807
Closed -$542K – 945
2020
Q2 		$542K Sell
2,807
-1,025
-27% -$191K 0.04% 434
2020
Q1 		$469K Buy
3,832
+570
+17% +$117K 0.04% 405
2019
Q4 		$681K Buy
3,262
+347
+12% +$68.7K 0.06% 326
2019
Q3 		$566K Buy
+2,915
New +$562K 0.06% 369
2015
Q1 		– Sell
-135
Closed -$13K – 643
2014
Q4 		$13K Buy
+135
New +$12.1K ﹤0.01% 2725
2014
Q3 		– Sell
-125
Closed -$11.3K – 720
2014
Q2 		$11.3K Buy
+125
New +$10.8K ﹤0.01% 1740

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

B. Riley Wealth Advisors's AON Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Aon (AON) in Q2 2025, closing a stake of 636 shares — an estimated $254K sold.

B. Riley Wealth Advisors first reported a position in AON in Q2 2014 and held it in 19 quarters. The position peaked at $775K in Q1 2023. 1,229 funds tracked by Wall St. Rank hold AON as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 636 Aon shares in Q2 2025, an estimated $254K.
  • B. Riley Wealth Advisors first reported a position in Aon in Q2 2014 and held it in 19 quarters.
  • B. Riley Wealth Advisors's Aon position peaked at $775K in Q1 2023.
  • 1,229 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.