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Carr Financial Group’s Aon AON Stock Holding History

Carr Financial Group’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
-694
Closed -$248K – 191
2025
Q2 		$248K Buy
694
+18
+3% +$6.52K 0.07% 163
2025
Q1 		$270K Hold
676
– – 0.09% 146
2024
Q4 		$243K Hold
676
– – 0.08% 165
2024
Q3 		$234K Buy
+676
New +$221K 0.07% 176
2024
Q2 		– Sell
-676
Closed -$226K – 186
2024
Q1 		$226K Buy
+676
New +$210K 0.08% 168
2023
Q4 		– Sell
-676
Closed -$219K – 168
2023
Q3 		$219K Hold
676
– – 0.09% 156
2023
Q2 		$233K Hold
676
– – 0.09% 157
2023
Q1 		$213K Hold
676
– – 0.09% 160
2022
Q4 		$203K Buy
+676
New +$198K 0.11% 161

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

Carr Financial Group's AON Position: Q3 2025 in Review

Carr Financial Group sold out of Aon (AON) in Q3 2025, closing a stake of 694 shares — an estimated $248K sold.

Carr Financial Group first reported a position in AON in Q4 2022 and held it in 9 quarters. The position peaked at $270K in Q1 2025. 1,248 funds tracked by Wall St. Rank hold AON as of Q3 2025.

  • Carr Financial Group reported no remaining Aon position as of Q3 2025 after selling out during the quarter.
  • Carr Financial Group sold 694 Aon shares in Q3 2025, an estimated $248K.
  • Carr Financial Group first reported a position in Aon in Q4 2022 and held it in 9 quarters.
  • Carr Financial Group's Aon position peaked at $270K in Q1 2025.
  • 1,248 funds tracked by Wall St. Rank held Aon as of Q3 2025.

Based on Carr Financial Group's 13F filing for Q3 2025, filed 8 Oct 2025.