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Brophy Wealth Management’s Aon AON Stock Holding History

Brophy Wealth 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
2024
Q3 		$763K Buy
+2,205
New +$721K 0.27% 88

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Brophy Wealth Management's AON Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Aon (AON) in Q3 2024: 2,205 shares worth $763K. The stake represents 0.27% of the portfolio and ranks #88 among its holdings.

1,142 funds tracked by Wall St. Rank hold AON as of Q3 2024.

  • Brophy Wealth Management held 2,205 shares of Aon worth $763K as of Q3 2024.
  • Aon was a new Brophy Wealth Management position in Q3 2024.
  • Aon made up 0.27% of Brophy Wealth Management's portfolio in Q3 2024, its #88 holding.
  • 1,142 funds tracked by Wall St. Rank held Aon as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.