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Haverford Financial Services’s Aon AON Stock Holding History

Haverford Financial Services’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
Q2 		$4.31M Sell
12,989
-4,864
-27% -$1.57M 1.27% 27
2026
Q1 		$5.76M Sell
17,853
-4,164
-19% -$1.38M 1.72% 25
2025
Q4 		$7.77M Sell
22,017
-258
-1% -$90.1K 2.18% 21
2025
Q3 		$7.94M Sell
22,275
-827
-4% -$299K 2.23% 19
2025
Q2 		$8.24M Sell
23,102
-42
-0.2% -$15.2K 2.44% 19
2025
Q1 		$9.24M Buy
23,144
+4,259
+23% +$1.63M 2.85% 17
2024
Q4 		$6.78M Sell
18,885
-20
-0.1% -$7.35K 2.07% 22
2024
Q3 		$6.54M Sell
18,905
-2
-0% -$654 1.87% 27
2024
Q2 		$5.55M Sell
18,907
-2,461
-12% -$728K 1.66% 29
2024
Q1 		$7.13M Sell
21,368
-64
-0.3% -$19.8K 2.05% 23
2023
Q4 		$6.24M Buy
21,432
+67
+0.3% +$21.4K 1.87% 29
2023
Q3 		$6.93M Sell
21,365
-53
-0.2% -$17.5K 2.23% 22
2023
Q2 		$7.39M Sell
21,418
-96
-0.4% -$31.2K 2.2% 25
2023
Q1 		$6.78M Sell
21,514
-5,688
-21% -$1.76M 2.12% 27
2022
Q4 		$8.16M Buy
27,202
+6,625
+32% +$1.94M 2.25% 21
2022
Q3 		$5.51M Buy
20,577
+3,436
+20% +$971K 1.69% 27
2022
Q2 		$4.62M Buy
17,141
+11,521
+205% +$3.31M 1.35% 29
2022
Q1 		$1.83M Buy
5,620
+475
+9% +$138K 0.45% 33
2021
Q4 		$1.55M Buy
5,145
+985
+24% +$295K 0.35% 36
2021
Q3 		$1.19M Buy
+4,160
New +$1.12M 0.29% 41

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Haverford Financial Services's AON Position: Q2 2026 in Review

Haverford Financial Services reduced its Aon (AON) stake by 27% in Q2 2026, selling an estimated $1.57M and leaving 12,989 shares worth $4.31M. The position accounts for 1.27% of the portfolio, ranked #27.

Haverford Financial Services first reported a position in AON in Q3 2021 and has held it in 20 quarters since. The position peaked at $9.24M in Q1 2025. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Haverford Financial Services held 12,989 shares of Aon worth $4.31M as of Q2 2026.
  • Haverford Financial Services sold 4,864 Aon shares in Q2 2026, an estimated $1.57M.
  • Aon made up 1.27% of Haverford Financial Services's portfolio in Q2 2026, its #27 holding.
  • Haverford Financial Services first reported a position in Aon in Q3 2021 and has held it in 20 quarters since.
  • Haverford Financial Services's Aon position peaked at $9.24M in Q1 2025.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Haverford Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.