J. Safra Asset Management’s Aon AON Stock Holding History

J. Safra Asset 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
2026 Q1	$346K	Hold	1,073	–	–	0.02%	189
2025 Q4	$379K	Hold	1,073	–	–	0.02%	177
2025 Q3	$383K	Hold	1,073	–	–	0.02%	132
2025 Q2	$383K	Hold	1,073	–	–	0.03%	114
2025 Q1	$428K	Buy	1,073 +455	+74%	+$174K	0.03%	81
2024 Q4	$221K	Hold	618	–	–	0.02%	117
2024 Q3	$215K	Hold	618	–	–	0.02%	67
2024 Q2	$181K	Hold	618	–	–	0.02%	65
2024 Q1	$206K	Hold	618	–	–	0.02%	46
2023 Q4	$180K	Hold	618	–	–	0.03%	44
2023 Q3	$200K	Hold	618	–	–	0.03%	41
2023 Q2	$213K	Hold	618	–	–	0.03%	44
2023 Q1	$195K	Hold	618	–	–	0.03%	46
2022 Q4	$185K	Buy	618 +453	+275%	+$132K	0.03%	28
2022 Q3	$0	Sell	165 -1	-0.6%	-$283	﹤0.01%	40
2022 Q2	$0	Sell	166 -35	-17%	-$10.1K	﹤0.01%	39
2022 Q1	$0	Buy	+201	New	+$58.5K	﹤0.01%	52

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

J. Safra Asset Management's AON Position: Q1 2026 in Review

J. Safra Asset Management held its Aon (AON) position steady in Q1 2026 at 1,073 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #189.

J. Safra Asset Management first reported a position in AON in Q1 2022 and has held it in 17 quarters since. The position peaked at $428K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

J. Safra Asset Management held 1,073 shares of Aon worth $346K as of Q1 2026.
J. Safra Asset Management left its Aon share count unchanged in Q1 2026.
Aon made up 0.02% of J. Safra Asset Management's portfolio in Q1 2026, its #189 holding.
J. Safra Asset Management first reported a position in Aon in Q1 2022 and has held it in 17 quarters since.
J. Safra Asset Management's Aon position peaked at $428K in Q1 2025.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.