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Barrett & Company’s Aon AON Stock Holding History

Barrett & Company’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 		$595K Hold
1,843
– – 0.2% 74
2025
Q4 		$650K Hold
1,843
– – 0.22% 70
2025
Q3 		$657K Hold
1,843
– – 0.23% 71
2025
Q2 		$658K Hold
1,843
– – 0.25% 68
2025
Q1 		$736K Hold
1,843
– – 0.32% 60
2024
Q4 		$662K Hold
1,843
– – 0.28% 61
2024
Q3 		$638K Hold
1,843
– – 0.28% 65
2024
Q2 		$541K Buy
+1,843
New +$545K 0.24% 70

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Barrett & Company's AON Position: Q1 2026 in Review

Barrett & Company held its Aon (AON) position steady in Q1 2026 at 1,843 shares worth $595K. The position accounts for 0.2% of the portfolio, ranked #74.

Barrett & Company first reported a position in AON in Q2 2024 and has held it in 8 quarters since. The position peaked at $736K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Barrett & Company held 1,843 shares of Aon worth $595K as of Q1 2026.
  • Barrett & Company left its Aon share count unchanged in Q1 2026.
  • Aon made up 0.2% of Barrett & Company's portfolio in Q1 2026, its #74 holding.
  • Barrett & Company first reported a position in Aon in Q2 2024 and has held it in 8 quarters since.
  • Barrett & Company's Aon position peaked at $736K in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.