M.D. Sass LLC’s Aon AON Stock Holding History

M.D. Sass LLC’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	–	Sell	-142,362	Closed	-$46M	–	40
2026 Q1	$46M	Buy	142,362 +33,831	+31%	+$11.2M	3.48%	17
2025 Q4	$38.3M	Buy	108,531 +1,233	+1%	+$431K	3.02%	19
2025 Q3	$38.3M	Sell	107,298 -3,707	-3%	-$1.34M	3.12%	17
2025 Q2	$39.6M	Sell	111,005 -29,429	-21%	-$10.7M	3.19%	17
2025 Q1	$56M	Sell	140,434 -30,907	-18%	-$11.9M	4.93%	11
2024 Q4	$61.5M	Buy	+171,341	New	+$63M	4.63%	9

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

M.D. Sass LLC's AON Position: Q2 2026 in Review

M.D. Sass LLC sold out of Aon (AON) in Q2 2026, closing a stake of 142,362 shares — an estimated $46M sold.

M.D. Sass LLC first reported a position in AON in Q4 2024 and held it in 6 quarters. The position peaked at $61.5M in Q4 2024. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

M.D. Sass LLC reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
M.D. Sass LLC sold 142,362 Aon shares in Q2 2026, an estimated $46M.
M.D. Sass LLC first reported a position in Aon in Q4 2024 and held it in 6 quarters.
M.D. Sass LLC's Aon position peaked at $61.5M in Q4 2024.
1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on M.D. Sass LLC's 13F filing for Q2 2026, filed 7 Aug 2026.