MFG
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Merit Financial Group’s Aon AON Stock Holding History

Merit Financial Group’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 		$4.66M Buy
14,058
+3,444
+32% +$1.11M 0.03% 456
2026
Q1 		$3.43M Buy
10,614
+2,478
+30% +$824K 0.03% 499
2025
Q4 		$2.87M Buy
8,136
+1,726
+27% +$603K 0.02% 517
2025
Q3 		$2.29M Buy
6,410
+359
+6% +$130K 0.02% 518
2025
Q2 		$2.16M Buy
6,051
+1,841
+44% +$667K 0.02% 494
2025
Q1 		$1.68M Buy
4,210
+771
+22% +$296K 0.03% 482
2024
Q4 		$1.24M Buy
3,439
+2,022
+143% +$743K 0.02% 454
2024
Q3 		$490K Sell
1,417
-4,885
-78% -$1.6M 0.01% 559
2024
Q2 		$1.85M Sell
6,302
-195
-3% -$57.7K 0.04% 284
2024
Q1 		$1.82M Buy
6,497
+5,733
+750% +$1.78M 0.04% 279
2023
Q4 		$222K Buy
764
+63
+9% +$20.2K 0.01% 697
2023
Q3 		$227K Sell
701
-424
-38% -$140K 0.01% 669
2023
Q2 		$388K Sell
1,125
-50
-4% -$16.2K 0.01% 521
2023
Q1 		$370K Buy
1,175
+15
+1% +$4.64K 0.01% 464
2022
Q4 		$348K Buy
+1,160
New +$339K 0.01% 506

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Merit Financial Group's AON Position: Q2 2026 in Review

Merit Financial Group increased its Aon (AON) stake by 32% in Q2 2026, buying an estimated $1.11M and bringing the position to 14,058 shares worth $4.66M. The position accounts for 0.03% of the portfolio, ranked #456.

Merit Financial Group first reported a position in AON in Q4 2022 and has held it in 15 quarters since. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Merit Financial Group held 14,058 shares of Aon worth $4.66M as of Q2 2026.
  • Merit Financial Group bought 3,444 Aon shares in Q2 2026, an estimated $1.11M.
  • Aon made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #456 holding.
  • Merit Financial Group first reported a position in Aon in Q4 2022 and has held it in 15 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.