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Freedom Investment Management’s Aon AON Stock Holding History

Freedom Investment 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
Q3 		– Sell
-2,867
Closed -$1.02M – 180
2025
Q2 		$1.02M Sell
2,867
-41
-1% -$14.9K 0.08% 240
2025
Q1 		$1.16M Sell
2,908
-257
-8% -$98.5K 0.1% 191
2024
Q4 		$1.14M Sell
3,165
-323
-9% -$119K 0.09% 201
2024
Q3 		$1.21M Sell
3,488
-336
-9% -$110K 0.1% 197
2024
Q2 		$1.12M Buy
3,824
+66
+2% +$19.5K 0.09% 211
2024
Q1 		$1.25M Sell
3,758
-278
-7% -$86.2K 0.1% 191
2023
Q4 		$1.17M Buy
4,036
+132
+3% +$42.3K 0.1% 201
2023
Q3 		$1.27M Sell
3,904
-2,876
-42% -$952K 0.15% 154
2023
Q2 		$2.34M Buy
6,780
+2,198
+48% +$714K 0.26% 80
2023
Q1 		$1.44M Sell
4,582
-913
-17% -$283K 0.16% 169
2022
Q4 		$1.65M Sell
5,495
-390
-7% -$114K 0.19% 139
2022
Q3 		$1.58M Sell
5,885
-206
-3% -$58.2K 0.18% 133
2022
Q2 		$1.64M Buy
+6,091
New +$1.75M 0.18% 142
2022
Q1 		– Sell
-1,162
Closed -$349K – 779
2021
Q4 		$349K Buy
+1,162
New +$348K 0.03% 627
2018
Q2 		– Sell
-3,661
Closed -$514K – 955
2018
Q1 		$514K Buy
3,661
+597
+19% +$83.6K 0.03% 607
2017
Q4 		$411K Buy
+3,064
New +$436K 0.02% 720
2017
Q1 		– Sell
-2,105
Closed -$235K – 1054
2016
Q4 		$235K Buy
+2,105
New +$235K 0.01% 805

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Freedom Investment Management's AON Position: Q3 2025 in Review

Freedom Investment Management sold out of Aon (AON) in Q3 2025, closing a stake of 2,867 shares — an estimated $1.02M sold.

Freedom Investment Management first reported a position in AON in Q4 2016 and held it in 17 quarters. The position peaked at $2.34M in Q2 2023. 1,248 funds tracked by Wall St. Rank hold AON as of Q3 2025.

  • Freedom Investment Management reported no remaining Aon position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 2,867 Aon shares in Q3 2025, an estimated $1.02M.
  • Freedom Investment Management first reported a position in Aon in Q4 2016 and held it in 17 quarters.
  • Freedom Investment Management's Aon position peaked at $2.34M in Q2 2023.
  • 1,248 funds tracked by Wall St. Rank held Aon as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.