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Bruce G. Allen Investments’s Aon AON Stock Holding History

Bruce G. Allen Investments’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 		$50.7K Buy
153
+29
+23% +$9.36K 0.03% 269
2026
Q1 		$40K Buy
124
+38
+44% +$12.6K 0.03% 299
2025
Q4 		$30.3K Sell
86
-9
-9% -$3.14K 0.02% 340
2025
Q3 		$33.9K Sell
95
-7
-7% -$2.53K 0.02% 325
2025
Q2 		$36.4K Sell
102
-78
-43% -$28.3K 0.03% 303
2025
Q1 		$71.8K Buy
180
+5
+3% +$1.92K 0.06% 186
2024
Q4 		$62.9K Buy
175
+5
+3% +$1.84K 0.05% 219
2024
Q3 		$58.8K Buy
170
+2
+1% +$654 0.05% 228
2024
Q2 		$49.3K Buy
168
+58
+53% +$17.1K 0.04% 239
2024
Q1 		$36.7K Sell
110
-26
-19% -$8.06K 0.03% 293
2023
Q4 		$39.6K Buy
+136
New +$43.5K 0.04% 276

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

Bruce G. Allen Investments's AON Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Aon (AON) stake by 23% in Q2 2026, buying an estimated $9.36K and bringing the position to 153 shares worth $50.7K. The position accounts for 0.03% of the portfolio, ranked #269.

Bruce G. Allen Investments first reported a position in AON in Q4 2023 and has held it in 11 quarters since. The position peaked at $71.8K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Bruce G. Allen Investments held 153 shares of Aon worth $50.7K as of Q2 2026.
  • Bruce G. Allen Investments bought 29 Aon shares in Q2 2026, an estimated $9.36K.
  • Aon made up 0.03% of Bruce G. Allen Investments's portfolio in Q2 2026, its #269 holding.
  • Bruce G. Allen Investments first reported a position in Aon in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Aon position peaked at $71.8K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.