Jacobi Capital Management’s Aon AON Stock Holding History

Jacobi Capital 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 Q2	$240K	Sell	723 -231	-24%	-$74.5K	0.01%	606
2026 Q1	$308K	Buy	954 +74	+8%	+$24.6K	0.02%	530
2025 Q4	$311K	Sell	880 -135	-13%	-$47.1K	0.02%	515
2025 Q3	$362K	Sell	1,015 -101	-9%	-$36.5K	0.02%	465
2025 Q2	$398K	Buy	1,116 +580	+108%	+$210K	0.03%	438
2025 Q1	$214K	Buy	+536	New	+$206K	0.02%	548
2021 Q1	–	Sell	-3	Closed	-$1K	–	1352
2020 Q4	$1K	Buy	+3	New	+$612	﹤0.01%	1201
2017 Q1	–	Sell	-627	Closed	-$71K	–	692
2016 Q4	$71K	Hold	627	–	–	0.04%	174
2016 Q3	$70K	Hold	627	–	–	0.03%	194
2016 Q2	$68K	Buy	+627	New	+$66.3K	0.03%	188

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobi Capital Management's AON Position: Q2 2026 in Review

Jacobi Capital Management reduced its Aon (AON) stake by 24% in Q2 2026, selling an estimated $74.5K and leaving 723 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #606.

Jacobi Capital Management first reported a position in AON in Q2 2016 and has held it in 10 quarters since. The position peaked at $398K in Q2 2025. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Jacobi Capital Management held 723 shares of Aon worth $240K as of Q2 2026.
Jacobi Capital Management sold 231 Aon shares in Q2 2026, an estimated $74.5K.
Aon made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #606 holding.
Jacobi Capital Management first reported a position in Aon in Q2 2016 and has held it in 10 quarters since.
Jacobi Capital Management's Aon position peaked at $398K in Q2 2025.
1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.