GFI Investment Counsel’s Aon AON Stock Holding History

GFI Investment Counsel’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	$50.8M	Sell	157,437 -9,725	-6%	-$3.23M	6.95%	8
2025 Q4	$59M	Sell	167,162 -434	-0.3%	-$152K	6.29%	11
2025 Q3	$59.8M	Buy	167,596 +986	+0.6%	+$357K	6.22%	11
2025 Q2	$59.4M	Buy	166,610 +3,274	+2%	+$1.19M	6.48%	11
2025 Q1	$65.2M	Buy	163,336 +3,209	+2%	+$1.23M	7.58%	8
2024 Q4	$57.5M	Buy	160,127 +4,973	+3%	+$1.83M	6.6%	10
2024 Q3	$53.7M	Buy	155,154 +2,388	+2%	+$781K	6.23%	10
2024 Q2	$44.8M	Buy	152,766 +13,712	+10%	+$4.05M	5.87%	10
2024 Q1	$46.4M	Buy	139,054 +8,085	+6%	+$2.51M	5.88%	11
2023 Q4	$38.1M	Buy	130,969 +418	+0.3%	+$134K	5.27%	11
2023 Q3	$42.3M	Buy	130,551 +6,889	+6%	+$2.28M	6.46%	10
2023 Q2	$42.7M	Buy	+123,662	New	+$40.2M	6.5%	9

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GFI Investment Counsel's AON Position: Q1 2026 in Review

GFI Investment Counsel reduced its Aon (AON) stake by 5.8% in Q1 2026, selling an estimated $3.23M and leaving 157,437 shares worth $50.8M. The position accounts for 6.95% of the portfolio, ranked #8.

GFI Investment Counsel first reported a position in AON in Q2 2023 and has held it in 12 quarters since. The position peaked at $65.2M in Q1 2025. 1,253 funds tracked by Wall St. Rank hold AON as of Q1 2026.

GFI Investment Counsel held 157,437 shares of Aon worth $50.8M as of Q1 2026.
GFI Investment Counsel sold 9,725 Aon shares in Q1 2026, an estimated $3.23M.
Aon made up 6.95% of GFI Investment Counsel's portfolio in Q1 2026, its #8 holding.
GFI Investment Counsel first reported a position in Aon in Q2 2023 and has held it in 12 quarters since.
GFI Investment Counsel's Aon position peaked at $65.2M in Q1 2025.
1,253 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on GFI Investment Counsel's 13F filing for Q1 2026, filed 14 May 2026.