Marshall Financial Group (Maryland)’s Aon AON Stock Holding History

Marshall Financial Group (Maryland)’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	$857K	Buy	+2,585	New	+$834K	0.13%	157
2024 Q2	–	Sell	-2,920	Closed	-$974K	–	172
2024 Q1	$974K	Buy	2,920 +286	+11%	+$88.7K	0.28%	99
2023 Q4	$767K	Buy	+2,634	New	+$843K	0.25%	110
2022 Q2	–	Sell	-998	Closed	-$325K	–	185
2022 Q1	$325K	Sell	998 -75	-7%	-$21.8K	0.13%	163
2021 Q4	$323K	Sell	1,073 -3,388	-76%	-$1.02M	0.12%	172
2021 Q3	$1.27M	Buy	4,461 +232	+5%	+$62.3K	0.66%	39
2021 Q2	$1.01M	Sell	4,229 -728	-15%	-$178K	0.55%	58
2021 Q1	$1.14M	Buy	4,957 +248	+5%	+$54.6K	0.68%	55
2020 Q4	$995K	Buy	+4,709	New	+$961K	0.65%	64

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

Marshall Financial Group (Maryland)'s AON Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Aon (AON) in Q2 2026: 2,585 shares worth $857K. The stake represents 0.13% of the portfolio and ranks #157 among its holdings. This is a return to the name: Marshall Financial Group (Maryland) previously reported a position in AON as recently as Q1 2024.

Marshall Financial Group (Maryland) first reported a position in AON in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.27M in Q3 2021. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Marshall Financial Group (Maryland) held 2,585 shares of Aon worth $857K as of Q2 2026.
Aon was a new Marshall Financial Group (Maryland) position in Q2 2026.
Aon made up 0.13% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #157 holding.
Marshall Financial Group (Maryland) first reported a position in Aon in Q4 2020 and has held it in 9 quarters since.
Marshall Financial Group (Maryland)'s Aon position peaked at $1.27M in Q3 2021.
1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.