Breakwater Investment Management’s Aon AON Stock Holding History

Breakwater Investment 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
2025 Q4	–	Sell	-1	Closed	-$357	–	506
2025 Q3	$357	Buy	+1	New	+$362	﹤0.01%	519

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Breakwater Investment Management's AON Position: Q4 2025 in Review

Breakwater Investment Management sold out of Aon (AON) in Q4 2025, closing a stake of 1 share — an estimated $357 sold.

Breakwater Investment Management first reported a position in AON in Q3 2025 and held it in 1 quarter. The position peaked at $357 in Q3 2025. 1,282 funds tracked by Wall St. Rank hold AON as of Q4 2025.

Breakwater Investment Management reported no remaining Aon position as of Q4 2025 after selling out during the quarter.
Breakwater Investment Management sold 1 Aon share in Q4 2025, an estimated $357.
Breakwater Investment Management first reported a position in Aon in Q3 2025 and held it in 1 quarter.
Breakwater Investment Management's Aon position peaked at $357 in Q3 2025.
1,282 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on Breakwater Investment Management's 13F filing for Q4 2025, filed 2 Feb 2026.