Global Financial Private Client’s Aon AON Stock Holding History

Global Financial Private Client’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	–	Sell	-230	Closed	-$91.8K	–	303
2025 Q1	$91.8K	Buy	230 +6	+3%	+$2.3K	0.04%	271
2024 Q4	$80.5K	Buy	224 +2	+0.9%	+$735	0.03%	284
2024 Q3	$76.8K	Hold	222	–	–	0.03%	288
2024 Q2	$65.2K	Hold	222	–	–	0.03%	276
2024 Q1	$73.2K	Hold	222	–	–	0.03%	266
2023 Q4	$64.6K	Hold	222	–	–	0.03%	276
2023 Q3	$71.3K	Hold	222	–	–	0.04%	249
2023 Q2	$75.2K	Hold	222	–	–	0.04%	249
2023 Q1	$70.4K	Hold	222	–	–	0.04%	249
2022 Q4	$66.6K	Hold	222	–	–	0.04%	243
2022 Q3	$61.2K	Hold	222	–	–	0.04%	247
2022 Q2	$60.8K	Hold	222	–	–	0.03%	244
2022 Q1	$73K	Hold	222	–	–	0.04%	234
2021 Q4	$66.7K	Hold	222	–	–	0.03%	244
2021 Q3	$64.6K	Hold	222	–	–	0.03%	227
2021 Q2	$53K	Hold	222	–	–	0.03%	244
2021 Q1	$51.5K	Hold	222	–	–	0.04%	202
2020 Q4	$46.9K	Hold	222	–	–	0.04%	201
2020 Q3	$45.8K	Hold	222	–	–	0.04%	199
2020 Q2	$42.4K	Hold	222	–	–	0.04%	231
2020 Q1	$34.1K	Buy	+222	New	+$45.5K	0.04%	252

Other funds holding AON

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

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

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return