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 Q2	$611K	Hold	1,843	–	–	0.17%	86
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrett & Company's AON Position: Q2 2026 in Review

Barrett & Company held its Aon (AON) position steady in Q2 2026 at 1,843 shares worth $611K. The position accounts for 0.17% of the portfolio, ranked #86.

Barrett & Company first reported a position in AON in Q2 2024 and has held it in 9 quarters since. The position peaked at $736K in Q1 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Barrett & Company held 1,843 shares of Aon worth $611K as of Q2 2026.
Barrett & Company left its Aon share count unchanged in Q2 2026.
Aon made up 0.17% of Barrett & Company's portfolio in Q2 2026, its #86 holding.
Barrett & Company first reported a position in Aon in Q2 2024 and has held it in 9 quarters since.
Barrett & Company's Aon position peaked at $736K in Q1 2025.
1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.