Kovitz Investment Group Partners’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113M | Sell |
316,001
-11,322
| -3% | -$4.04M | 0.48% | 52 |
|
|
2025
Q1 | $131M | Buy |
327,323
+24,410
| +8% | +$9.74M | 0.66% | 38 |
|
|
2024
Q4 | $109M | Buy |
302,913
+1,399
| +0.5% | +$502K | 0.53% | 51 |
|
|
2024
Q3 | $103M | Sell |
301,514
-35,083
| -10% | -$11.9M | 0.73% | 35 |
|
|
2024
Q2 | $98.8M | Buy |
336,597
+7,570
| +2% | +$2.22M | 0.84% | 36 |
|
|
2024
Q1 | $110M | Buy |
329,027
+177,139
| +117% | +$59.1M | 1.4% | 22 |
|
|
2023
Q4 | $44.2M | Buy |
151,888
+82
| +0.1% | +$23.9K | 0.73% | 34 |
|
|
2023
Q3 | $49.2M | Sell |
151,806
-46,149
| -23% | -$15M | 0.88% | 35 |
|
|
2023
Q2 | $68.3M | Buy |
197,955
+36,596
| +23% | +$12.6M | 1% | 35 |
|
|
2023
Q1 | $50.9M | Sell |
161,359
-65,793
| -29% | -$20.7M | 0.88% | 35 |
|
|
2022
Q4 | $68.2M | Sell |
227,152
-12,886
| -5% | -$3.87M | 1.35% | 26 |
|
|
2022
Q3 | $63.1M | Buy |
240,038
+4,513
| +2% | +$1.19M | 1.46% | 25 |
|
|
2022
Q2 | $63.5M | Sell |
235,525
-3,710
| -2% | -$1M | 1.41% | 24 |
|
|
2022
Q1 | $77.9M | Sell |
239,235
-215,809
| -47% | -$70.3M | 1.48% | 24 |
|
|
2021
Q4 | $100M | Buy |
455,044
+40,343
| +10% | +$8.86M | 2.35% | 9 |
|
|
2021
Q3 | $119M | Sell |
414,701
-136,436
| -25% | -$39M | 2.36% | 12 |
|
|
2021
Q2 | $132M | Buy |
551,137
+81,657
| +17% | +$19.5M | 2.59% | 6 |
|
|
2021
Q1 | $108M | Sell |
469,480
-20,555
| -4% | -$4.73M | 2.52% | 9 |
|
|
2020
Q4 | $104M | Buy |
490,035
+101,312
| +26% | +$21.4M | 2.52% | 8 |
|
|
2020
Q3 | $80.2M | Buy |
388,723
+1,418
| +0.4% | +$293K | 2.24% | 8 |
|
|
2020
Q2 | $74.6M | Buy |
387,305
+37,313
| +11% | +$7.19M | 2.3% | 8 |
|
|
2020
Q1 | $57.8M | Buy |
349,992
+141
| +0% | +$23.3K | 2.09% | 9 |
|
|
2019
Q4 | $72.9M | Buy |
349,851
+11,264
| +3% | +$2.35M | 2.12% | 11 |
|
|
2019
Q3 | $65.5M | Buy |
+338,587
| New | +$65.5M | 2.09% | 11 |
|
|
2019
Q2 | – | Sell |
-356,393
| Closed | -$60.8M | – | 350 |
|
|
2019
Q1 | $60.8M | Sell |
356,393
-25,911
| -7% | -$4.42M | 1.92% | 15 |
|
|
2018
Q4 | $55.6M | Sell |
382,304
-7,628
| -2% | -$1.11M | 2.2% | 15 |
|
|
2018
Q3 | $60M | Sell |
389,932
-4,107
| -1% | -$632K | 2.73% | 14 |
|
|
2018
Q2 | $54.1M | Sell |
394,039
-7,987
| -2% | -$1.1M | 2.52% | 16 |
|
|
2018
Q1 | $56.4M | Sell |
402,026
-19,211
| -5% | -$2.7M | 2.72% | 14 |
|
|
2017
Q4 | $56.4K | Sell |
421,237
-22,879
| -5% | -$3.07K | 2.42% | 15 |
|
|
2017
Q3 | $64.9M | Sell |
444,116
-3,052
| -0.7% | -$446K | 3.23% | 8 |
|
|
2017
Q2 | $59.5M | Buy |
447,168
+1,316
| +0.3% | +$175K | 3.17% | 11 |
|
|
2017
Q1 | $52.9M | Buy |
445,852
+29,304
| +7% | +$3.48M | 2.91% | 11 |
|
|
2016
Q4 | $46.5M | Sell |
416,548
-2,799
| -0.7% | -$312K | 2.71% | 16 |
|
|
2016
Q3 | $47.2M | Sell |
419,347
-4,349
| -1% | -$489K | 2.9% | 12 |
|
|
2016
Q2 | $42.2M | Sell |
423,696
-27,236
| -6% | -$2.71M | 2.93% | 13 |
|
|
2016
Q1 | $47.1M | Buy |
+450,932
| New | +$47.1M | 2.78% | 12 |
|