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Chancellor Financial Group WB’s Aon AON Stock Holding History

Chancellor Financial Group WB’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 		$200K Sell
604
-38
-6% -$12.3K 0.12% 146
2026
Q1 		$207K Hold
642
– – 0.15% 133
2025
Q4 		$227K Hold
642
– – 0.15% 120
2025
Q3 		$229K Hold
642
– – 0.16% 117
2025
Q2 		$229K Hold
642
– – 0.18% 117
2025
Q1 		$256K Hold
642
– – 0.21% 97
2024
Q4 		$231K Buy
+642
New +$236K 0.19% 106

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Chancellor Financial Group WB's AON Position: Q2 2026 in Review

Chancellor Financial Group WB reduced its Aon (AON) stake by 5.9% in Q2 2026, selling an estimated $12.3K and leaving 604 shares worth $200K. The position accounts for 0.12% of the portfolio, ranked #146.

Chancellor Financial Group WB first reported a position in AON in Q4 2024 and has held it in 7 quarters since. The position peaked at $256K in Q1 2025. 1,264 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Chancellor Financial Group WB held 604 shares of Aon worth $200K as of Q2 2026.
  • Chancellor Financial Group WB sold 38 Aon shares in Q2 2026, an estimated $12.3K.
  • Aon made up 0.12% of Chancellor Financial Group WB's portfolio in Q2 2026, its #146 holding.
  • Chancellor Financial Group WB first reported a position in Aon in Q4 2024 and has held it in 7 quarters since.
  • Chancellor Financial Group WB's Aon position peaked at $256K in Q1 2025.
  • 1,264 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.