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Beacon Financial Group’s Aon AON Stock Holding History

Beacon Financial 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
Q2 		$2.39M Buy
7,203
+47
+0.7% +$15.2K 0.22% 105
2026
Q1 		$2.31M Sell
7,156
-30
-0.4% -$9.97K 0.23% 102
2025
Q4 		$2.54M Sell
7,186
-5
-0.1% -$1.75K 0.25% 92
2025
Q3 		$2.56M Sell
7,191
-3
-0% -$1.08K 0.25% 98
2025
Q2 		$2.57M Buy
7,194
+26
+0.4% +$9.42K 0.27% 97
2025
Q1 		$2.86M Buy
7,168
+10
+0.1% +$3.83K 0.31% 82
2024
Q4 		$2.57M Sell
7,158
-106
-1% -$39K 0.28% 90
2024
Q3 		$2.51M Buy
7,264
+35
+0.5% +$11.5K 0.27% 90
2024
Q2 		$2.12M Buy
+7,229
New +$2.14M 0.24% 105

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Financial Group's AON Position: Q2 2026 in Review

Beacon Financial Group increased its Aon (AON) stake by 0.66% in Q2 2026, buying an estimated $15.2K and bringing the position to 7,203 shares worth $2.39M. The position accounts for 0.22% of the portfolio, ranked #105.

Beacon Financial Group first reported a position in AON in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.86M in Q1 2025. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Beacon Financial Group held 7,203 shares of Aon worth $2.39M as of Q2 2026.
  • Beacon Financial Group bought 47 Aon shares in Q2 2026, an estimated $15.2K.
  • Aon made up 0.22% of Beacon Financial Group's portfolio in Q2 2026, its #105 holding.
  • Beacon Financial Group first reported a position in Aon in Q2 2024 and has held it in 9 quarters since.
  • Beacon Financial Group's Aon position peaked at $2.86M in Q1 2025.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.