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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM