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Callan Family Office’s Aon AON Stock Holding History

Callan Family Office’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 		$7.95M Sell
23,980
-1,739
-7% -$561K 0.16% 131
2026
Q1 		$8.3M Buy
25,719
+2,567
+11% +$853K 0.19% 107
2025
Q4 		$8.17M Buy
23,152
+11,477
+98% +$4.01M 0.18% 110
2025
Q3 		$4.16M Buy
11,675
+8,034
+221% +$2.91M 0.13% 164
2025
Q2 		$1.3M Buy
3,641
+2,270
+166% +$822K 0.04% 348
2025
Q1 		$547K Sell
1,371
-39
-3% -$15K 0.04% 308
2024
Q4 		$506K Buy
+1,410
New +$518K 0.03% 364

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

Callan Family Office's AON Position: Q2 2026 in Review

Callan Family Office reduced its Aon (AON) stake by 6.8% in Q2 2026, selling an estimated $561K and leaving 23,980 shares worth $7.95M. The position accounts for 0.16% of the portfolio, ranked #131.

Callan Family Office first reported a position in AON in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.3M in Q1 2026. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Callan Family Office held 23,980 shares of Aon worth $7.95M as of Q2 2026.
  • Callan Family Office sold 1,739 Aon shares in Q2 2026, an estimated $561K.
  • Aon made up 0.16% of Callan Family Office's portfolio in Q2 2026, its #131 holding.
  • Callan Family Office first reported a position in Aon in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Aon position peaked at $8.3M in Q1 2026.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.