Congress Wealth Management’s Aon AON Stock Holding History

Congress 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
2025 Q2	$3.29M	Buy	9,214 +3,506	+61%	+$1.27M	0.03%	466
2025 Q1	$2.28M	Buy	5,708 +1,440	+34%	+$552K	0.03%	465
2024 Q4	$1.53M	Sell	4,268 -3,257	-43%	-$1.2M	0.02%	453
2024 Q3	$2.6M	Buy	7,525 +6,789	+922%	+$2.22M	0.03%	384
2024 Q2	$216K	Sell	736 -79	-10%	-$23.4K	﹤0.01%	690
2024 Q1	$272K	Buy	+815	New	+$253K	﹤0.01%	521
2023 Q4	–	Sell	-670	Closed	-$217K	–	609
2023 Q3	$217K	Sell	670 -177	-21%	-$58.6K	﹤0.01%	571
2023 Q2	$293K	Buy	847 +14	+2%	+$4.55K	0.01%	486
2023 Q1	$263K	Sell	833 -20	-2%	-$6.19K	0.01%	501
2022 Q4	$256K	Hold	853	–	–	0.01%	507
2022 Q3	$228K	Hold	853	–	–	0.01%	509
2022 Q2	$230K	Sell	853 -1	-0.1%	-$287	0.01%	514
2022 Q1	$278K	Sell	854 -7	-0.8%	-$2.04K	0.01%	525
2021 Q4	$258K	Buy	+861	New	+$258K	0.01%	561

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Congress Wealth Management's AON Position: Q2 2025 in Review

Congress Wealth Management increased its Aon (AON) stake by 61% in Q2 2025, buying an estimated $1.27M and bringing the position to 9,214 shares worth $3.29M. The position accounts for 0.03% of the portfolio, ranked #466.

Congress Wealth Management first reported a position in AON in Q4 2021 and has held it in 14 quarters since. 1,228 funds tracked by Wall St. Rank hold AON as of Q2 2025.

Congress Wealth Management held 9,214 shares of Aon worth $3.29M as of Q2 2025.
Congress Wealth Management bought 3,506 Aon shares in Q2 2025, an estimated $1.27M.
Aon made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #466 holding.
Congress Wealth Management first reported a position in Aon in Q4 2021 and has held it in 14 quarters since.
1,228 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.