Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Aon AON Stock Holding History

Kovitz Investment Group Partners’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 		$1.2M Buy
3,725
+1
+0% +$332 0.03% 298
2025
Q4 		$1.31M Sell
3,724
-355,035
-99% -$124M 0.03% 284
2025
Q3 		$128M Buy
358,759
+42,758
+14% +$15.5M 0.5% 43
2025
Q2 		$113M Sell
316,001
-11,322
-3% -$4.1M 0.48% 52
2025
Q1 		$131M Buy
327,323
+24,410
+8% +$9.36M 0.66% 38
2024
Q4 		$109M Buy
302,913
+1,399
+0.5% +$514K 0.53% 51
2024
Q3 		$103M Sell
301,514
-35,083
-10% -$11.5M 0.73% 35
2024
Q2 		$98.8M Buy
336,597
+7,570
+2% +$2.24M 0.84% 36
2024
Q1 		$110M Buy
329,027
+177,139
+117% +$54.9M 1.4% 22
2023
Q4 		$44.2M Buy
151,888
+82
+0.1% +$26.2K 0.73% 34
2023
Q3 		$49.2M Sell
151,806
-46,149
-23% -$15.3M 0.88% 35
2023
Q2 		$68.3M Buy
197,955
+36,596
+23% +$11.9M 1% 35
2023
Q1 		$50.9M Sell
161,359
-65,793
-29% -$20.4M 0.88% 35
2022
Q4 		$68.2M Sell
227,152
-12,886
-5% -$3.77M 1.35% 26
2022
Q3 		$63.1M Buy
240,038
+4,513
+2% +$1.28M 1.46% 25
2022
Q2 		$63.5M Sell
235,525
-3,710
-2% -$1.07M 1.41% 24
2022
Q1 		$77.9M Sell
239,235
-215,809
-47% -$62.8M 1.48% 24
2021
Q4 		$100M Buy
455,044
+40,343
+10% +$12.1M 2.35% 9
2021
Q3 		$119M Sell
414,701
-136,436
-25% -$36.7M 2.36% 12
2021
Q2 		$132M Buy
551,137
+81,657
+17% +$20M 2.59% 6
2021
Q1 		$108M Sell
469,480
-20,555
-4% -$4.52M 2.52% 9
2020
Q4 		$104M Buy
490,035
+101,312
+26% +$20.7M 2.52% 8
2020
Q3 		$80.2M Buy
388,723
+1,418
+0.4% +$283K 2.24% 8
2020
Q2 		$74.6M Buy
387,305
+37,313
+11% +$6.95M 2.3% 8
2020
Q1 		$57.8M Buy
349,992
+141
+0% +$28.9K 2.09% 9
2019
Q4 		$72.9M Buy
349,851
+11,264
+3% +$2.23M 2.12% 11
2019
Q3 		$65.5M Buy
+338,587
New +$65.3M 2.09% 11
2019
Q2 		– Sell
-356,393
Closed -$60.8M – 352
2019
Q1 		$60.8M Sell
356,393
-25,911
-7% -$4.2M 1.92% 15
2018
Q4 		$55.6M Sell
382,304
-7,628
-2% -$1.18M 2.2% 15
2018
Q3 		$60M Sell
389,932
-4,107
-1% -$601K 2.73% 14
2018
Q2 		$54.1M Sell
394,039
-7,987
-2% -$1.13M 2.52% 16
2018
Q1 		$56.4M Sell
402,026
-19,211
-5% -$2.69M 2.72% 14
2017
Q4 		$56.4K Sell
421,237
-22,879
-5% -$3.26M 2.42% 15
2017
Q3 		$64.9M Sell
444,116
-3,052
-0.7% -$426K 3.23% 8
2017
Q2 		$59.5M Buy
447,168
+1,316
+0.3% +$166K 3.17% 11
2017
Q1 		$52.9M Buy
445,852
+29,304
+7% +$3.38M 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% -$480K 2.9% 12
2016
Q2 		$42.2M Sell
423,696
-27,236
-6% -$2.88M 2.93% 13
2016
Q1 		$47.1M Buy
+450,932
New +$42.3M 2.78% 12

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kovitz Investment Group Partners's AON Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Aon (AON) stake by 0.03% in Q1 2026, buying an estimated $332 and bringing the position to 3,725 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #298.

Kovitz Investment Group Partners first reported a position in AON in Q1 2016 and has held it in 40 quarters since. The position peaked at $132M in Q2 2021. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Kovitz Investment Group Partners held 3,725 shares of Aon worth $1.2M as of Q1 2026.
  • Kovitz Investment Group Partners bought 1 Aon share in Q1 2026, an estimated $332.
  • Aon made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #298 holding.
  • Kovitz Investment Group Partners first reported a position in Aon in Q1 2016 and has held it in 40 quarters since.
  • Kovitz Investment Group Partners's Aon position peaked at $132M in Q2 2021.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.