Marcum Wealth’s Aon AON Stock Holding History

Marcum Wealth’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 Q1	$234K	Buy	587 +20	+4%	+$7.67K	0.02%	338
2024 Q4	$204K	Buy	+567	New	+$208K	0.02%	360

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Marcum Wealth's AON Position: Q1 2025 in Review

Marcum Wealth increased its Aon (AON) stake by 3.5% in Q1 2025, buying an estimated $7.67K and bringing the position to 587 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #338.

Marcum Wealth first reported a position in AON in Q4 2024 and has held it in 2 quarters since. 1,268 funds tracked by Wall St. Rank hold AON as of Q1 2025.

Marcum Wealth held 587 shares of Aon worth $234K as of Q1 2025.
Marcum Wealth bought 20 Aon shares in Q1 2025, an estimated $7.67K.
Aon made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #338 holding.
Marcum Wealth first reported a position in Aon in Q4 2024 and has held it in 2 quarters since.
1,268 funds tracked by Wall St. Rank held Aon as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.