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BOK Financial Private Wealth’s Aon AON Stock Holding History

BOK Financial 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
2025
Q1 		– Sell
-4
Closed -$1.44K – 481
2024
Q4 		$1.44K Buy
+4
New +$1.47K ﹤0.01% 470
2022
Q2 		– Sell
-1,015
Closed -$331K – 375
2022
Q1 		$331K Buy
1,015
+348
+52% +$101K 0.02% 220
2021
Q4 		$200K Buy
+667
New +$200K 0.01% 297

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BOK Financial Private Wealth's AON Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Aon (AON) in Q1 2025, closing a stake of 4 shares — an estimated $1.44K sold.

BOK Financial Private Wealth first reported a position in AON in Q4 2021 and held it in 3 quarters. The position peaked at $331K in Q1 2022. 1,267 funds tracked by Wall St. Rank hold AON as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Aon position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 4 Aon shares in Q1 2025, an estimated $1.44K.
  • BOK Financial Private Wealth first reported a position in Aon in Q4 2021 and held it in 3 quarters.
  • BOK Financial Private Wealth's Aon position peaked at $331K in Q1 2022.
  • 1,267 funds tracked by Wall St. Rank held Aon as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.