Evergreen Capital Management’s Aon AON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$624K Buy
1,933
+843
+77% +$280K 0.01% 659
2025
Q4
$385K Sell
1,090
-179
-14% -$62.5K 0.01% 897
2025
Q3
$453K Buy
1,269
+277
+28% +$100K 0.01% 714
2025
Q2
$354K Buy
992
+13
+1% +$4.71K 0.01% 730
2025
Q1
$391K Buy
979
+51
+5% +$19.6K 0.01% 604
2024
Q4
$333K Buy
928
+1
+0.1% +$368 0.01% 682
2024
Q3
$321K Hold
927
0.01% 680
2024
Q2
$272K Buy
927
+161
+21% +$47.6K 0.01% 699
2024
Q1
$256K Buy
+766
New +$237K 0.01% 698
2023
Q4
Sell
-739
Closed -$240K 851
2023
Q3
$240K Buy
739
+20
+3% +$6.62K 0.01% 642
2023
Q2
$248K Buy
719
+29
+4% +$9.42K 0.01% 637
2023
Q1
$218K Buy
+690
New +$214K 0.01% 627
2022
Q2
Sell
-2,298
Closed -$748K 570
2022
Q1
$748K Buy
2,298
+22
+1% +$6.4K 0.03% 317
2021
Q4
$684K Buy
2,276
+3
+0.1% +$899 0.03% 334
2021
Q3
$650K Buy
2,273
+48
+2% +$12.9K 0.03% 326
2021
Q2
$531K Buy
2,225
+75
+3% +$18.3K 0.03% 330
2021
Q1
$495K Buy
2,150
+27
+1% +$5.94K 0.03% 321
2020
Q4
$449K Sell
2,123
-15
-0.7% -$3.06K 0.03% 300
2020
Q3
$441K Buy
2,138
+14
+0.7% +$2.8K 0.03% 276
2020
Q2
$409K Sell
2,124
-67
-3% -$12.5K 0.03% 262
2020
Q1
$362K Sell
2,191
-5
-0.2% -$1.02K 0.03% 259
2019
Q4
$457K Buy
2,196
+11
+0.5% +$2.18K 0.04% 265
2019
Q3
$423K Hold
2,185
0.04% 250
2019
Q2
$422K Buy
2,185
+31
+1% +$5.62K 0.04% 247
2019
Q1
$368K Sell
2,154
-21
-1% -$3.4K 0.04% 248
2018
Q4
$316K Sell
2,175
-9
-0.4% -$1.4K 0.03% 257
2018
Q3
$336K Hold
2,184
0.03% 266
2018
Q2
$300K Hold
2,184
0.03% 272
2018
Q1
$306K Buy
2,184
+342
+19% +$47.9K 0.03% 258
2017
Q4
$247K Buy
+1,842
New +$262K 0.03% 210

Other funds holding AON

Evergreen Capital Management's AON Position: Q1 2026 in Review

Evergreen Capital Management increased its Aon (AON) stake by 77% in Q1 2026, buying an estimated $280K and bringing the position to 1,933 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #659.

Evergreen Capital Management first reported a position in AON in Q4 2017 and has held it in 30 quarters since. The position peaked at $748K in Q1 2022. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Evergreen Capital Management held 1,933 shares of Aon worth $624K as of Q1 2026.
  • Evergreen Capital Management bought 843 Aon shares in Q1 2026, an estimated $280K.
  • Aon made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #659 holding.
  • Evergreen Capital Management first reported a position in Aon in Q4 2017 and has held it in 30 quarters since.
  • Evergreen Capital Management's Aon position peaked at $748K in Q1 2022.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.