Choate Investment Advisors’s Aon AON Stock Holding History

Choate Investment 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	$322K	Sell	999 -79	-7%	-$26.3K	0.01%	370
2025 Q4	$380K	Buy	1,078 +133	+14%	+$46.4K	0.01%	344
2025 Q3	$337K	Buy	945 +6	+0.6%	+$2.17K	0.01%	343
2025 Q2	$335K	Sell	939 -6	-0.6%	-$2.17K	0.01%	324
2025 Q1	$377K	Buy	945 +30	+3%	+$11.5K	0.01%	294
2024 Q4	$329K	Buy	915 +82	+10%	+$30.2K	0.01%	315
2024 Q3	$288K	Buy	833 +103	+14%	+$33.7K	0.01%	321
2024 Q2	$214K	Sell	730 -10	-1%	-$2.96K	0.01%	354
2024 Q1	$247K	Sell	740 -13	-2%	-$4.03K	0.01%	360
2023 Q4	$219K	Buy	753 +22	+3%	+$7.04K	0.01%	351
2023 Q3	$237K	Buy	+731	New	+$242K	0.01%	324
2022 Q2	–	Sell	-636	Closed	-$207K	–	316
2022 Q1	$207K	Sell	636 -790	-55%	-$230K	0.01%	286
2021 Q4	$429K	Sell	1,426 -45	-3%	-$13.5K	0.03%	201
2021 Q3	$420K	Sell	1,471 -80	-5%	-$21.5K	0.03%	191
2021 Q2	$370K	Buy	1,551 +176	+13%	+$43K	0.02%	202
2021 Q1	$316K	Buy	1,375 +125	+10%	+$27.5K	0.02%	214
2020 Q4	$264K	Buy	1,250 +200	+19%	+$40.8K	0.02%	218
2020 Q3	$217K	Buy	+1,050	New	+$210K	0.01%	233

Other funds holding AON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

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

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM