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Castleview Partners’s Aon AON Stock Holding History

Castleview Partners’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 		– Sell
-751
Closed -$242K – 226
2026
Q1 		$242K Sell
751
-159
-17% -$52.8K 0.12% 173
2025
Q4 		$321K Sell
910
-42
-4% -$14.7K 0.16% 133
2025
Q3 		$339K Buy
952
+15
+2% +$5.43K 0.18% 115
2025
Q2 		$334K Buy
937
+28
+3% +$10.1K 0.21% 120
2025
Q1 		$363K Buy
+909
New +$349K 0.25% 105
2024
Q3 		– Sell
-5
Closed -$1.47K – 561
2024
Q2 		$1.47K Hold
5
– – ﹤0.01% 772
2024
Q1 		$1.67K Buy
5
+1
+25% +$310 ﹤0.01% 758
2023
Q4 		$1.16K Sell
4
-1
-20% -$320 ﹤0.01% 755
2023
Q3 		$1.62K Hold
5
– – ﹤0.01% 571
2023
Q2 		$1.73K Sell
5
-9
-64% -$2.92K ﹤0.01% 594
2023
Q1 		$4.41K Sell
14
-6
-30% -$1.86K ﹤0.01% 509
2022
Q4 		$6K Hold
20
– – 0.01% 429
2022
Q3 		$5K Hold
20
– – ﹤0.01% 448
2022
Q2 		$5.39K Buy
+20
New +$5.75K ﹤0.01% 526
2022
Q1 		– Sell
-51,996
Closed -$173 – 721
2021
Q4 		$173 Buy
+51,996
New +$15.6M ﹤0.01% 707
2021
Q2 		$131K Buy
+550
New +$134K 0.06% 251

Other funds holding AON

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Castleview Partners's AON Position: Q2 2026 in Review

Castleview Partners sold out of Aon (AON) in Q2 2026, closing a stake of 751 shares — an estimated $242K sold.

Castleview Partners first reported a position in AON in Q2 2021 and held it in 16 quarters. The position peaked at $363K in Q1 2025. 198 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Castleview Partners reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • Castleview Partners sold 751 Aon shares in Q2 2026, an estimated $242K.
  • Castleview Partners first reported a position in Aon in Q2 2021 and held it in 16 quarters.
  • Castleview Partners's Aon position peaked at $363K in Q1 2025.
  • 198 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.