Marks Group Wealth Management
AON icon

Marks Group Wealth Management’s Aon AON Stock Holding History

Marks Group 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
2026
Q3 		$1.65M Sell
5,960
-1,079
-15% -$365K 0.14% 154
2026
Q2 		$2.33M Sell
7,039
-5,889
-46% -$1.9M 0.2% 120
2026
Q1 		$4.17M Sell
12,928
-6,746
-34% -$2.24M 0.4% 89
2025
Q4 		$6.94M Sell
19,674
-5,097
-21% -$1.78M 0.66% 54
2025
Q3 		$8.83M Sell
24,771
-859
-3% -$311K 0.82% 39
2025
Q2 		$9.14M Buy
25,630
+290
+1% +$105K 0.85% 39
2025
Q1 		$10.1M Buy
25,340
+493
+2% +$189K 0.97% 16
2024
Q4 		$8.92M Buy
24,847
+319
+1% +$117K 0.88% 36
2024
Q3 		$8.49M Buy
24,528
+992
+4% +$325K 0.81% 54
2024
Q2 		$6.91M Buy
23,536
+935
+4% +$276K 0.73% 68
2024
Q1 		$7.54M Buy
22,601
+1,408
+7% +$437K 0.79% 56
2023
Q4 		$6.17M Buy
21,193
+293
+1% +$93.8K 0.7% 68
2023
Q3 		$6.78M Sell
20,900
-154
-0.7% -$51K 0.84% 41
2023
Q2 		$7.27M Sell
21,054
-146
-0.7% -$47.4K 0.86% 41
2023
Q1 		$6.68M Buy
21,200
+3,979
+23% +$1.23M 0.85% 41
2022
Q4 		$5.17M Sell
17,221
-67
-0.4% -$19.6K 0.71% 64
2022
Q3 		$4.63M Sell
17,288
-9,925
-36% -$2.81M 0.7% 63
2022
Q2 		$7.34M Sell
27,213
-22,112
-45% -$6.36M 1.06% 11
2022
Q1 		$16.1M Buy
49,325
+3,904
+9% +$1.14M 2.02% 2
2021
Q4 		$13.7M Sell
45,421
-1,498
-3% -$449K 1.67% 5
2021
Q3 		$13.4M Buy
46,919
+22,681
+94% +$6.09M 1.81% 4
2021
Q2 		$5.79M Sell
24,238
-26,868
-53% -$6.57M 0.8% 44
2021
Q1 		$11.8M Buy
51,106
+1,879
+4% +$414K 1.75% 3
2020
Q4 		$10.4M Buy
49,227
+2,350
+5% +$480K 1.62% 5
2020
Q3 		$9.7M Buy
46,877
+2,771
+6% +$553K 1.75% 3
2020
Q2 		$8.5M Buy
44,106
+10,233
+30% +$1.91M 1.73% 2
2020
Q1 		$5.53M Sell
33,873
-879
-3% -$180K 1.43% 2
2019
Q4 		$7.24M Buy
+34,752
New +$6.88M 1.42% 2

Other funds holding AON

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Marks Group Wealth Management's AON Position: Q3 2026 in Review

Marks Group Wealth Management reduced its Aon (AON) stake by 15% in Q3 2026, selling an estimated $365K and leaving 5,960 shares worth $1.65M. The position accounts for 0.14% of the portfolio, ranked #154.

Marks Group Wealth Management first reported a position in AON in Q4 2019 and has held it in 28 quarters since. The position peaked at $16.1M in Q1 2022. 578 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Marks Group Wealth Management held 5,960 shares of Aon worth $1.65M as of Q3 2026.
  • Marks Group Wealth Management sold 1,079 Aon shares in Q3 2026, an estimated $365K.
  • Aon made up 0.14% of Marks Group Wealth Management's portfolio in Q3 2026, its #154 holding.
  • Marks Group Wealth Management first reported a position in Aon in Q4 2019 and has held it in 28 quarters since.
  • Marks Group Wealth Management's Aon position peaked at $16.1M in Q1 2022.
  • 578 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.