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Cassady Schiller Wealth Management’s Aon AON Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$102K Buy
283
+8
+3% +$2.94K 0.04% 158
2024
Q3 		$95.1K Hold
275
– – 0.03% 159
2024
Q2 		$80.7K Hold
275
– – 0.03% 165
2024
Q1 		$91.8K Hold
275
– – 0.04% 162
2023
Q4 		$80K Hold
275
– – 0.04% 165
2023
Q3 		$89.2K Hold
275
– – 0.05% 153
2023
Q2 		$94.9K Hold
275
– – 0.05% 150
2023
Q1 		$86.7K Hold
275
– – 0.04% 152
2022
Q4 		$82.5K Buy
+275
New +$80.4K 0.05% 148
2022
Q1 		– Sell
-280
Closed -$84K – 138
2021
Q4 		$84K Buy
+280
New +$83.9K 0.05% 150

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Cassady Schiller Wealth Management's AON Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Aon (AON) stake by 2.9% in Q4 2024, buying an estimated $2.94K and bringing the position to 283 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #158.

Cassady Schiller Wealth Management first reported a position in AON in Q4 2021 and has held it in 10 quarters since. 1,187 funds tracked by Wall St. Rank hold AON as of Q4 2024.

  • Cassady Schiller Wealth Management held 283 shares of Aon worth $102K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 8 Aon shares in Q4 2024, an estimated $2.94K.
  • Aon made up 0.04% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #158 holding.
  • Cassady Schiller Wealth Management first reported a position in Aon in Q4 2021 and has held it in 10 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Aon as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.