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LRI Investments’s Aon AON Stock Holding History

LRI Investments’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 		$230K Buy
693
+323
+87% +$104K 0.02% 298
2026
Q1 		$120K Sell
370
-261
-41% -$86.7K 0.01% 386
2025
Q4 		$223K Sell
631
-38
-6% -$13.3K 0.02% 264
2025
Q3 		$239K Buy
669
+55
+9% +$19.9K 0.02% 267
2025
Q2 		$219K Buy
614
+17
+3% +$6.16K 0.02% 270
2025
Q1 		$238K Buy
597
+125
+26% +$47.9K 0.02% 241
2024
Q4 		$169K Buy
472
+10
+2% +$3.68K 0.02% 303
2024
Q3 		$174K Buy
462
+307
+198% +$100K 0.02% 310
2024
Q2 		$45.4K Sell
155
-219
-59% -$64.8K 0.01% 486
2024
Q1 		$125K Buy
+374
New +$116K 0.03% 175

Other funds holding AON

CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LRI Investments's AON Position: Q2 2026 in Review

LRI Investments increased its Aon (AON) stake by 87% in Q2 2026, buying an estimated $104K and bringing the position to 693 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #298.

LRI Investments first reported a position in AON in Q1 2024 and has held it in 10 quarters since. The position peaked at $239K in Q3 2025. 498 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • LRI Investments held 693 shares of Aon worth $230K as of Q2 2026.
  • LRI Investments bought 323 Aon shares in Q2 2026, an estimated $104K.
  • Aon made up 0.02% of LRI Investments's portfolio in Q2 2026, its #298 holding.
  • LRI Investments first reported a position in Aon in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Aon position peaked at $239K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.