MWM
AON icon

Madison Wealth Management’s Aon AON Stock Holding History

Madison Wealth 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
2023
Q3 		$2.55M Sell
7,865
-41
-0.5% -$13.6K 0.54% 59
2023
Q2 		$2.73M Sell
7,906
-5
-0.1% -$1.62K 0.55% 61
2023
Q1 		$2.49M Sell
7,911
-10
-0.1% -$3.1K 0.54% 61
2022
Q4 		$2.38M Buy
7,921
+350
+5% +$102K 0.54% 59
2022
Q3 		$2.03M Buy
7,571
+280
+4% +$79.2K 0.5% 57
2022
Q2 		$1.97M Sell
7,291
-80
-1% -$23K 0.48% 60
2022
Q1 		$2.4M Buy
7,371
+35
+0.5% +$10.2K 0.5% 54
2021
Q4 		$2.21M Sell
7,336
-5
-0.1% -$1.5K 0.44% 62
2021
Q3 		$2.1M Buy
7,341
+30
+0.4% +$8.06K 0.46% 57
2021
Q2 		$1.75M Buy
7,311
+126
+2% +$30.8K 0.39% 66
2021
Q1 		$1.65M Sell
7,185
-10
-0.1% -$2.2K 0.4% 62
2020
Q4 		$1.52M Buy
7,195
+265
+4% +$54.1K 0.4% 55
2020
Q3 		$1.43M Buy
6,930
+210
+3% +$41.9K 0.43% 54
2020
Q2 		$1.29M Buy
6,720
+80
+1% +$14.9K 0.43% 55
2020
Q1 		$1.1M Sell
6,640
-355
-5% -$72.7K 0.44% 53
2019
Q4 		$1.46M Buy
+6,995
New +$1.39M 0.42% 48

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Madison Wealth Management's AON Position: Q3 2023 in Review

Madison Wealth Management reduced its Aon (AON) stake by 0.52% in Q3 2023, selling an estimated $13.6K and leaving 7,865 shares worth $2.55M. The position accounts for 0.54% of the portfolio, ranked #59.

Madison Wealth Management first reported a position in AON in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.73M in Q2 2023. 1,042 funds tracked by Wall St. Rank hold AON as of Q3 2023.

  • Madison Wealth Management held 7,865 shares of Aon worth $2.55M as of Q3 2023.
  • Madison Wealth Management sold 41 Aon shares in Q3 2023, an estimated $13.6K.
  • Aon made up 0.54% of Madison Wealth Management's portfolio in Q3 2023, its #59 holding.
  • Madison Wealth Management first reported a position in Aon in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's Aon position peaked at $2.73M in Q2 2023.
  • 1,042 funds tracked by Wall St. Rank held Aon as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.