Lantz Financial
AON icon

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
Q3 		$470K Buy
1,698
+198
+13% +$67K 0.09% 189
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Lantz Financial's AON Position: Q3 2026 in Review

Lantz Financial increased its Aon (AON) stake by 13% in Q3 2026, buying an estimated $67K and bringing the position to 1,698 shares worth $470K. The position accounts for 0.09% of the portfolio, ranked #189.

Lantz Financial first reported a position in AON in Q1 2022 and has held it in 19 quarters since. The position peaked at $799K in Q1 2025. 385 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Lantz Financial held 1,698 shares of Aon worth $470K as of Q3 2026.
  • Lantz Financial bought 198 Aon shares in Q3 2026, an estimated $67K.
  • Aon made up 0.09% of Lantz Financial's portfolio in Q3 2026, its #189 holding.
  • Lantz Financial first reported a position in Aon in Q1 2022 and has held it in 19 quarters since.
  • Lantz Financial's Aon position peaked at $799K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.