Broadway Wealth Solutions
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Broadway Wealth Solutions’s Aon AON Stock Holding History

Broadway Wealth Solutions’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
Q3 		$299K Buy
1,080
+39
+4% +$13.2K 0.13% 68
2026
Q2 		$345K Buy
1,041
+27
+3% +$8.71K 0.16% 58
2026
Q1 		$327K Buy
1,014
+142
+16% +$47.2K 0.17% 64
2025
Q4 		$308K Buy
872
+28
+3% +$9.8K 0.16% 66
2025
Q3 		$301K Buy
844
+57
+7% +$20.6K 0.17% 66
2025
Q2 		$281K Buy
787
+17
+2% +$6.16K 0.17% 71
2025
Q1 		$307K Sell
770
-65
-8% -$24.9K 0.22% 50
2024
Q4 		$300K Buy
+835
New +$307K 0.23% 60

Other funds holding AON

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
C WorldWide Group
C WorldWide Group Copenhagen, Denmark $3.96B AUM 10.41% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vestor Capital
Vestor Capital Chicago, Illinois $1.62B AUM 34.01% 1-Year Est. Return

Broadway Wealth Solutions's AON Position: Q3 2026 in Review

Broadway Wealth Solutions increased its Aon (AON) stake by 3.7% in Q3 2026, buying an estimated $13.2K and bringing the position to 1,080 shares worth $299K. The position accounts for 0.13% of the portfolio, ranked #68.

Broadway Wealth Solutions first reported a position in AON in Q4 2024 and has held it in 8 quarters since. The position peaked at $345K in Q2 2026. 493 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Broadway Wealth Solutions held 1,080 shares of Aon worth $299K as of Q3 2026.
  • Broadway Wealth Solutions bought 39 Aon shares in Q3 2026, an estimated $13.2K.
  • Aon made up 0.13% of Broadway Wealth Solutions's portfolio in Q3 2026, its #68 holding.
  • Broadway Wealth Solutions first reported a position in Aon in Q4 2024 and has held it in 8 quarters since.
  • Broadway Wealth Solutions's Aon position peaked at $345K in Q2 2026.
  • 493 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.