LTS One Management’s Aon AON Stock Holding History

LTS One Management’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	$18.5M	Sell	57,325 -7,375	-11%	-$2.45M	7.75%	2
2025 Q4	$22.8M	Buy	64,700 +2,200	+4%	+$768K	8.82%	2
2025 Q3	$22.3M	Sell	62,500 -19,250	-24%	-$6.96M	7.94%	6
2025 Q2	$29.2M	Buy	81,750 +30,250	+59%	+$11M	7.04%	3
2025 Q1	$20.6M	Sell	51,500 -23,500	-31%	-$9.01M	6.14%	8
2024 Q4	$26.9M	Buy	75,000 +15,000	+25%	+$5.52M	7.51%	3
2024 Q3	$20.8M	Sell	60,000 -12,500	-17%	-$4.09M	6.01%	6
2024 Q2	$21.3M	Buy	72,500 +7,500	+12%	+$2.22M	6.06%	7
2024 Q1	$21.7M	Buy	+65,000	New	+$20.2M	4.98%	7

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LTS One Management's AON Position: Q1 2026 in Review

LTS One Management reduced its Aon (AON) stake by 11% in Q1 2026, selling an estimated $2.45M and leaving 57,325 shares worth $18.5M. The position accounts for 7.75% of the portfolio, ranked #2.

LTS One Management first reported a position in AON in Q1 2024 and has held it in 9 quarters since. The position peaked at $29.2M in Q2 2025. 1,253 funds tracked by Wall St. Rank hold AON as of Q1 2026.

LTS One Management held 57,325 shares of Aon worth $18.5M as of Q1 2026.
LTS One Management sold 7,375 Aon shares in Q1 2026, an estimated $2.45M.
Aon made up 7.75% of LTS One Management's portfolio in Q1 2026, its #2 holding.
LTS One Management first reported a position in Aon in Q1 2024 and has held it in 9 quarters since.
LTS One Management's Aon position peaked at $29.2M in Q2 2025.
1,253 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on LTS One Management's 13F filing for Q1 2026, filed 14 May 2026.