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Concourse Financial Group Securities’s Aon AON Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-206
Closed -$75.7K – 108
2024
Q4 		$75.7K Sell
206
-13
-6% -$4.78K ﹤0.01% 1035
2024
Q3 		$75.8K Sell
219
-59
-21% -$19.3K ﹤0.01% 1035
2024
Q2 		$81.6K Sell
278
-20
-7% -$5.91K 0.01% 996
2024
Q1 		$99.4K Sell
298
-2
-0.7% -$620 0.01% 916
2023
Q4 		$87.2K Sell
300
-460
-61% -$147K 0.01% 941
2023
Q3 		$246K Sell
760
-948
-56% -$314K 0.02% 564
2023
Q2 		$589K Buy
1,708
+70
+4% +$22.7K 0.04% 397
2023
Q1 		$517K Sell
1,638
-9
-0.5% -$2.79K 0.04% 426
2022
Q4 		$494K Buy
+1,647
New +$481K 0.04% 413
2022
Q3 		– Sell
-1,948
Closed -$551K – 2046
2022
Q2 		$525K Sell
1,948
-187
-9% -$53.8K 0.04% 387
2022
Q1 		$695K Sell
2,135
-6,730
-76% -$1.96M 0.05% 355
2021
Q4 		$2.66M Buy
8,865
+727
+9% +$218K 0.15% 127
2021
Q3 		$2.33M Buy
8,138
+1,270
+18% +$341K 0.14% 139
2021
Q2 		$1.64M Buy
6,868
+1,795
+35% +$439K 0.1% 188
2021
Q1 		$1.17M Buy
5,073
+472
+10% +$104K 0.08% 224
2020
Q4 		$972K Buy
4,601
+1,642
+55% +$335K 0.07% 236
2020
Q3 		$610K Buy
2,959
+137
+5% +$27.4K 0.05% 297
2020
Q2 		$544K Buy
+2,822
New +$526K 0.05% 286
2020
Q1 		– Sell
-1,364
Closed -$279K – 2159
2019
Q4 		$284K Buy
1,364
+1,103
+423% +$218K 0.03% 409
2019
Q3 		$51K Sell
261
-960
-79% -$185K 0.01% 610
2019
Q2 		$235K Sell
1,221
-23
-2% -$4.17K 0.02% 430
2019
Q1 		$212K Buy
1,244
+57
+5% +$9.24K 0.02% 463
2018
Q4 		$172K Buy
1,187
+1,048
+754% +$163K 0.02% 473
2018
Q3 		$21K Buy
+139
New +$20.3K 0.01% 831

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

Concourse Financial Group Securities's AON Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Aon (AON) in Q1 2025, closing a stake of 206 shares — an estimated $75.7K sold.

Concourse Financial Group Securities first reported a position in AON in Q3 2018 and held it in 24 quarters. The position peaked at $2.66M in Q4 2021. 1,268 funds tracked by Wall St. Rank hold AON as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Aon position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 206 Aon shares in Q1 2025, an estimated $75.7K.
  • Concourse Financial Group Securities first reported a position in Aon in Q3 2018 and held it in 24 quarters.
  • Concourse Financial Group Securities's Aon position peaked at $2.66M in Q4 2021.
  • 1,268 funds tracked by Wall St. Rank held Aon as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.