Borer Denton & Associates’s Aon AON Stock Holding History

Borer Denton & Associates’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	$10.6M	Sell	32,886 -58	-0.2%	-$19.3K	3.79%	8
2025 Q4	$11.6M	Sell	32,944 -168	-0.5%	-$58.7K	3.92%	8
2025 Q3	$11.8M	Buy	33,112 +335	+1%	+$121K	3.9%	8
2025 Q2	$11.7M	Sell	32,777 -47	-0.1%	-$17K	4.06%	7
2025 Q1	$13.1M	Sell	32,824 -725	-2%	-$278K	4.63%	5
2024 Q4	$12M	Buy	33,549 +311	+0.9%	+$114K	4.19%	6
2024 Q3	$11.5M	Buy	33,238 +431	+1%	+$141K	3.92%	8
2024 Q2	$9.63M	Buy	32,807 +150	+0.5%	+$44.4K	3.5%	9
2024 Q1	$10.9M	Buy	32,657 +192	+0.6%	+$59.5K	3.86%	7
2023 Q4	$9.45M	Buy	32,465 +210	+0.7%	+$67.2K	3.62%	11
2023 Q3	$10.5M	Buy	32,255 +150	+0.5%	+$49.6K	4.32%	7
2023 Q2	$11.1M	Buy	32,105 +35	+0.1%	+$11.4K	4.37%	6
2023 Q1	$10.1M	Buy	32,070 +1,587	+5%	+$491K	4.2%	7
2022 Q4	$9.15M	Buy	30,483 +425	+1%	+$124K	4.05%	8
2022 Q3	$8.05M	Buy	30,058 +2,328	+8%	+$658K	4.01%	8
2022 Q2	$7.48M	Buy	27,730 +100	+0.4%	+$28.7K	3.6%	12
2022 Q1	$9M	Buy	+27,630	New	+$8.04M	3.78%	10

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