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Legacy Advisors’s Aon AON Stock Holding History

Legacy Advisors’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
Q2 		– Sell
-634
Closed -$253K – 41
2025
Q1 		$253K Buy
634
+47
+8% +$18K 0.03% 365
2024
Q4 		$211K Buy
+587
New +$216K 0.02% 379

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HIP
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

Legacy Advisors's AON Position: Q2 2025 in Review

Legacy Advisors sold out of Aon (AON) in Q2 2025, closing a stake of 634 shares — an estimated $253K sold.

Legacy Advisors first reported a position in AON in Q4 2024 and held it in 2 quarters. The position peaked at $253K in Q1 2025. 1,225 funds tracked by Wall St. Rank hold AON as of Q2 2025.

  • Legacy Advisors reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 634 Aon shares in Q2 2025, an estimated $253K.
  • Legacy Advisors first reported a position in Aon in Q4 2024 and held it in 2 quarters.
  • Legacy Advisors's Aon position peaked at $253K in Q1 2025.
  • 1,225 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.