CAPTRUST Financial Advisors’s Aon AON Stock Holding History

CAPTRUST Financial 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
2026 Q1	$2.42M	Buy	+7,500	New	+$2.49M	﹤0.01%	1121

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CAPTRUST Financial Advisors's AON Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Aon (AON) stake by 23% in Q1 2026, buying an estimated $2.42M and bringing the position to 38,482 shares worth $12.4M. The position accounts for 0.02% of the portfolio, ranked #483.

CAPTRUST Financial Advisors first reported a position in AON in Q4 2017 and has held it in 34 quarters since. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

CAPTRUST Financial Advisors held 38,482 shares of Aon worth $12.4M as of Q1 2026.
CAPTRUST Financial Advisors bought 7,291 Aon shares in Q1 2026, an estimated $2.42M.
Aon made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #483 holding.
CAPTRUST Financial Advisors first reported a position in Aon in Q4 2017 and has held it in 34 quarters since.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.