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Boreal Capital Management’s Aon AON Stock Holding History

Boreal Capital 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
Q2 		$36.8K Sell
111
-100
-47% -$32.3K 0.03% 203
2026
Q1 		$68.1K Sell
211
-210
-50% -$69.8K 0.06% 173
2025
Q4 		$149K Buy
421
+29
+7% +$10.1K 0.11% 139
2025
Q3 		$140K Sell
392
-42
-10% -$15.2K 0.11% 145
2025
Q2 		$155K Buy
+434
New +$157K 0.13% 145

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

Boreal Capital Management's AON Position: Q2 2026 in Review

Boreal Capital Management reduced its Aon (AON) stake by 47% in Q2 2026, selling an estimated $32.3K and leaving 111 shares worth $36.8K. The position accounts for 0.03% of the portfolio, ranked #203.

Boreal Capital Management first reported a position in AON in Q2 2025 and has held it in 5 quarters since. The position peaked at $155K in Q2 2025. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Boreal Capital Management held 111 shares of Aon worth $36.8K as of Q2 2026.
  • Boreal Capital Management sold 100 Aon shares in Q2 2026, an estimated $32.3K.
  • Aon made up 0.03% of Boreal Capital Management's portfolio in Q2 2026, its #203 holding.
  • Boreal Capital Management first reported a position in Aon in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Aon position peaked at $155K in Q2 2025.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.