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Cumberland Partners’s Aon AON Stock Holding History

Cumberland 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
Q1 		– Sell
-9,730
Closed -$3.43M – 160
2025
Q4 		$3.43M Sell
9,730
-150
-2% -$52.4K 0.21% 91
2025
Q3 		$3.52M Hold
9,880
– – 0.23% 77
2025
Q2 		$3.52M Buy
9,880
+150
+2% +$54.3K 0.24% 73
2025
Q1 		$3.88M Buy
+9,730
New +$3.73M 0.3% 62
2024
Q2 		– Sell
-11,391
Closed -$3.8M – 173
2024
Q1 		$3.8M Sell
11,391
-24,985
-69% -$7.75M 0.28% 69
2023
Q4 		$11.3M Buy
36,376
+705
+2% +$226K 1.03% 28
2023
Q3 		$11.6M Sell
35,671
-2,825
-7% -$935K 1.11% 27
2023
Q2 		$13.3M Sell
38,496
-310
-0.8% -$101K 1.22% 25
2023
Q1 		$12.2M Buy
38,806
+2,445
+7% +$757K 1.2% 27
2022
Q4 		$10.9M Sell
36,361
-85
-0.2% -$24.8K 1.15% 26
2022
Q3 		$9.76M Sell
36,446
-525
-1% -$148K 1.04% 28
2022
Q2 		$9.97M Buy
36,971
+4,216
+13% +$1.21M 0.95% 30
2022
Q1 		$10.7M Sell
32,755
-3,275
-9% -$953K 0.81% 34
2021
Q4 		$10.8M Buy
36,030
+9,030
+33% +$2.71M 0.76% 34
2021
Q3 		$7.72M Buy
27,000
+4,975
+23% +$1.34M 0.63% 42
2021
Q2 		$5.26M Buy
+22,025
New +$5.38M 0.41% 65

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cumberland Partners's AON Position: Q1 2026 in Review

Cumberland Partners sold out of Aon (AON) in Q1 2026, closing a stake of 9,730 shares — an estimated $3.43M sold.

Cumberland Partners first reported a position in AON in Q2 2021 and held it in 16 quarters. The position peaked at $13.3M in Q2 2023. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Cumberland Partners reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • Cumberland Partners sold 9,730 Aon shares in Q1 2026, an estimated $3.43M.
  • Cumberland Partners first reported a position in Aon in Q2 2021 and held it in 16 quarters.
  • Cumberland Partners's Aon position peaked at $13.3M in Q2 2023.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.