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 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 $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

Jacobi Capital Management's AON Position: Q1 2026 in Review

Jacobi Capital Management increased its Aon (AON) stake by 8.4% in Q1 2026, buying an estimated $24.6K and bringing the position to 954 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #530.

Jacobi Capital Management first reported a position in AON in Q2 2016 and has held it in 9 quarters since. The position peaked at $398K in Q2 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Jacobi Capital Management held 954 shares of Aon worth $308K as of Q1 2026.
Jacobi Capital Management bought 74 Aon shares in Q1 2026, an estimated $24.6K.
Aon made up 0.02% of Jacobi Capital Management's portfolio in Q1 2026, its #530 holding.
Jacobi Capital Management first reported a position in Aon in Q2 2016 and has held it in 9 quarters since.
Jacobi Capital Management's Aon position peaked at $398K in Q2 2025.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.