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Burkett Asset Management’s Aon AON Stock Holding History

Burkett Asset 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
2026
Q2 		$2.69M Sell
8,097
-542
-6% -$175K 2.51% 11
2026
Q1 		$2.79M Buy
8,639
+280
+3% +$93.1K 2.75% 12
2025
Q4 		$2.95M Buy
+8,359
New +$2.92M 2.98% 12

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

Burkett Asset Management's AON Position: Q2 2026 in Review

Burkett Asset Management reduced its Aon (AON) stake by 6.3% in Q2 2026, selling an estimated $175K and leaving 8,097 shares worth $2.69M. The position accounts for 2.51% of the portfolio, ranked #11.

Burkett Asset Management first reported a position in AON in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.95M in Q4 2025. 1,260 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Burkett Asset Management held 8,097 shares of Aon worth $2.69M as of Q2 2026.
  • Burkett Asset Management sold 542 Aon shares in Q2 2026, an estimated $175K.
  • Aon made up 2.51% of Burkett Asset Management's portfolio in Q2 2026, its #11 holding.
  • Burkett Asset Management first reported a position in Aon in Q4 2025 and has held it in 3 quarters since.
  • Burkett Asset Management's Aon position peaked at $2.95M in Q4 2025.
  • 1,260 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Burkett Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.