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Lantz Financial’s Aon AON Stock Holding History

Lantz Financial’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 		$498K Buy
1,500
+8
+0.5% +$2.58K 0.09% 180
2026
Q1 		$482K Sell
1,492
-93
-6% -$30.9K 0.1% 171
2025
Q4 		$559K Buy
1,585
+53
+3% +$18.5K 0.12% 151
2025
Q3 		$546K Sell
1,532
-206
-12% -$74.5K 0.12% 152
2025
Q2 		$620K Sell
1,738
-263
-13% -$95.3K 0.15% 130
2025
Q1 		$799K Buy
2,001
+481
+32% +$184K 0.22% 109
2024
Q4 		$546K Sell
1,520
-334
-18% -$123K 0.15% 132
2024
Q3 		$641K Buy
1,854
+52
+3% +$17K 0.17% 120
2024
Q2 		$529K Sell
1,802
-12
-0.7% -$3.55K 0.16% 126
2024
Q1 		$605K Buy
1,814
+20
+1% +$6.2K 0.19% 111
2023
Q4 		$522K Sell
1,794
-3
-0.2% -$960 0.19% 112
2023
Q3 		$583K Buy
1,797
+3
+0.2% +$993 0.23% 97
2023
Q2 		$619K Buy
1,794
+10
+0.6% +$3.25K 0.24% 96
2023
Q1 		$562K Sell
1,784
-100
-5% -$31K 0.23% 99
2022
Q4 		$565K Hold
1,884
– – 0.26% 94
2022
Q3 		$505K Sell
1,884
-106
-5% -$30K 0.26% 89
2022
Q2 		$537K Buy
1,990
+1,289
+184% +$371K 0.24% 94
2022
Q1 		$228K Buy
+701
New +$204K 0.09% 157

Other funds holding AON

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Lantz Financial's AON Position: Q2 2026 in Review

Lantz Financial increased its Aon (AON) stake by 0.54% in Q2 2026, buying an estimated $2.58K and bringing the position to 1,500 shares worth $498K. The position accounts for 0.09% of the portfolio, ranked #180.

Lantz Financial first reported a position in AON in Q1 2022 and has held it in 18 quarters since. The position peaked at $799K in Q1 2025. 230 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Lantz Financial held 1,500 shares of Aon worth $498K as of Q2 2026.
  • Lantz Financial bought 8 Aon shares in Q2 2026, an estimated $2.58K.
  • Aon made up 0.09% of Lantz Financial's portfolio in Q2 2026, its #180 holding.
  • Lantz Financial first reported a position in Aon in Q1 2022 and has held it in 18 quarters since.
  • Lantz Financial's Aon position peaked at $799K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.