Bell Asset Management’s Aon AON Stock Holding History

Bell Asset Management’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	$5.75M	Buy	17,801 +1,860	+12%	+$618K	1.69%	11
2025 Q4	$5.67M	Sell	15,941 -3,134	-16%	-$1.09M	1.51%	17
2025 Q3	$6.8M	Sell	19,075 -5,954	-24%	-$2.15M	1.86%	10
2025 Q2	$8.93M	Buy	25,029 +9,912	+66%	+$3.59M	1.97%	7
2025 Q1	$6.03M	Sell	15,117 -5,128	-25%	-$1.97M	1.11%	35
2024 Q4	$7.27M	Sell	20,245 -205	-1%	-$75.4K	1.32%	22
2024 Q3	$7.08M	Sell	20,450 -34,678	-63%	-$11.3M	1.3%	26
2024 Q2	$16.2M	Buy	55,128 +7,669	+16%	+$2.27M	2.27%	9
2024 Q1	$15.8M	Buy	47,459 +11,116	+31%	+$3.45M	2.32%	6
2023 Q4	$10.6M	Buy	36,343 +4,902	+16%	+$1.57M	1.61%	17
2023 Q3	$10.2M	Buy	31,441 +5,673	+22%	+$1.88M	1.68%	15
2023 Q2	$8.9M	Sell	25,768 -45	-0.2%	-$14.6K	1.52%	31
2023 Q1	$8.14M	Buy	25,813 +3,269	+15%	+$1.01M	1.49%	29
2022 Q4	$6.77M	Buy	+22,544	New	+$6.59M	1.27%	42

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