Capstone Investment Advisors
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Capstone Investment Advisors’s Aon AON Stock Holding History

Capstone Investment Advisors’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
2025
Q3 		– Sell
-600
Closed -$214K – 1901
2025
Q2 		$214K Sell
600
-1,900
-76% -$688K ﹤0.01% 1508
2025
Q1 		$998K Sell
2,500
-2,500
-50% -$959K ﹤0.01% 890
2024
Q4 		$1.8M Buy
5,000
+2,500
+100% +$919K ﹤0.01% 878
2024
Q3 		$865K Buy
2,500
+1,400
+127% +$458K ﹤0.01% 1004
2024
Q2 		$323K Sell
1,100
-400
-27% -$118K ﹤0.01% 1554
2024
Q1 		$501K Sell
1,500
-8,400
-85% -$2.6M ﹤0.01% 1554
2023
Q4 		$2.88M Sell
9,900
-2,400
-20% -$768K 0.01% 702
2023
Q3 		$3.99M Buy
12,300
+600
+5% +$199K 0.02% 495
2023
Q2 		$4.04M Buy
11,700
+3,700
+46% +$1.2M 0.02% 436
2023
Q1 		$2.52M Sell
8,000
-5,400
-40% -$1.67M 0.01% 530
2022
Q4 		$4.02M Buy
13,400
+2,100
+19% +$614K 0.03% 458
2022
Q3 		$3.03M Sell
11,300
-4,100
-27% -$1.16M 0.02% 580
2022
Q2 		$4.15M Sell
15,400
-44,000
-74% -$12.6M 0.02% 466
2022
Q1 		$19.3M Sell
59,400
-13,800
-19% -$4.01M 0.05% 263
2021
Q4 		$22M Sell
73,200
-72,900
-50% -$21.9M 0.04% 410
2021
Q3 		$41.8M Buy
146,100
+61,400
+72% +$16.5M 0.08% 214
2021
Q2 		$20.2M Buy
84,700
+31,400
+59% +$7.67M 0.05% 349
2021
Q1 		$12.3M Buy
53,300
+39,400
+283% +$8.67M 0.04% 416
2020
Q4 		$2.94M Sell
13,900
-16,500
-54% -$3.37M 0.01% 761
2020
Q3 		$6.27M Buy
30,400
+15,000
+97% +$3M 0.03% 454
2020
Q2 		$2.97M Buy
+15,400
New +$2.87M 0.02% 584
2020
Q1 		– Sell
-7,100
Closed -$1.48M – 1124
2019
Q4 		$1.48M Sell
7,100
-200
-3% -$39.6K 0.01% 921
2019
Q3 		$1.41M Buy
+7,300
New +$1.41M 0.01% 818
2019
Q1 		– Sell
-3,300
Closed -$480K – 1284
2018
Q4 		$480K Sell
3,300
-7,100
-68% -$1.1M 0.01% 823
2018
Q3 		$1.6M Buy
10,400
+2,000
+24% +$293K 0.02% 484
2018
Q2 		$1.15M Buy
+8,400
New +$1.18M 0.02% 363

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capstone Investment Advisors's AON Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Aon (AON) in Q1 2025, closing a stake of 3,321 shares — an estimated $1.27M sold.

Capstone Investment Advisors first reported a position in AON in Q3 2015 and held it in 15 quarters. The position peaked at $4.75M in Q4 2016. 1,267 funds tracked by Wall St. Rank hold AON as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Aon position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,321 Aon shares in Q1 2025, an estimated $1.27M.
  • Capstone Investment Advisors first reported a position in Aon in Q3 2015 and held it in 15 quarters.
  • Capstone Investment Advisors's Aon position peaked at $4.75M in Q4 2016.
  • 1,267 funds tracked by Wall St. Rank held Aon as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.