Kerrisdale Advisers’s Aon AON Stock Holding History

Kerrisdale Advisers’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 Q1	–	Sell	-4,898	Closed	-$1.76M	–	82
2024 Q4	$1.76M	Sell	4,898 -392	-7%	-$144K	0.59%	36
2024 Q3	$1.83M	Sell	5,290 -19,092	-78%	-$6.25M	0.62%	43
2024 Q2	$7.16M	Sell	24,382 -8,068	-25%	-$2.39M	2.24%	12
2024 Q1	$10.8M	Sell	32,450 -20,527	-39%	-$6.36M	3.4%	9
2023 Q4	$15.4M	Hold	52,977	–	–	4.59%	5
2023 Q3	$17.2M	Sell	52,977 -5,552	-9%	-$1.84M	5.44%	5
2023 Q2	$20.2M	Hold	58,529	–	–	5.45%	2
2023 Q1	$18.5M	Buy	58,529 +8,471	+17%	+$2.62M	5.46%	2
2022 Q4	$15M	Buy	50,058 +23,357	+87%	+$6.82M	4.46%	5
2022 Q3	$7.15M	Buy	26,701 +2,201	+9%	+$622K	1.74%	17
2022 Q2	$6.61M	Buy	+24,500	New	+$7.04M	2.08%	17
2021 Q1	–	Sell	-168,636	Closed	-$35.6M	–	55
2020 Q4	$35.6M	Buy	168,636 +5,000	+3%	+$1.02M	2.76%	12
2020 Q3	$33.8M	Buy	163,636 +30,000	+22%	+$5.99M	2.87%	15
2020 Q2	$25.7M	Buy	+133,636	New	+$24.9M	2.89%	11

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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