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Beverly Hills Private Wealth’s Aon AON Stock Holding History

Beverly Hills Private Wealth’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 		$981K Buy
2,957
+231
+8% +$74.5K 0.19% 108
2026
Q1 		$880K Buy
2,726
+321
+13% +$107K 0.15% 134
2025
Q4 		$849K Sell
2,405
-9
-0.4% -$3.14K 0.15% 132
2025
Q3 		$861K Sell
2,414
-28
-1% -$10.1K 0.15% 138
2025
Q2 		$871K Buy
2,442
+147
+6% +$53.3K 0.16% 135
2025
Q1 		$916K Sell
2,295
-231
-9% -$88.6K 0.18% 129
2024
Q4 		$907K Sell
2,526
-539
-18% -$198K 0.18% 128
2024
Q3 		$1.06M Buy
3,065
+1,029
+51% +$337K 0.21% 121
2024
Q2 		$598K Buy
+2,036
New +$602K 0.13% 163

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

Beverly Hills Private Wealth's AON Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Aon (AON) stake by 8.5% in Q2 2026, buying an estimated $74.5K and bringing the position to 2,957 shares worth $981K. The position accounts for 0.19% of the portfolio, ranked #108.

Beverly Hills Private Wealth first reported a position in AON in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q3 2024. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Beverly Hills Private Wealth held 2,957 shares of Aon worth $981K as of Q2 2026.
  • Beverly Hills Private Wealth bought 231 Aon shares in Q2 2026, an estimated $74.5K.
  • Aon made up 0.19% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #108 holding.
  • Beverly Hills Private Wealth first reported a position in Aon in Q2 2024 and has held it in 9 quarters since.
  • Beverly Hills Private Wealth's Aon position peaked at $1.06M in Q3 2024.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.