Meritage Group’s Aon AON Stock Holding History

Meritage 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	$220M	Buy	+680,169	New	+$226M	8.28%	5
2025 Q1	–	Sell	-996,211	Closed	-$358M	–	18
2024 Q4	$358M	Hold	996,211	–	–	8.53%	2
2024 Q3	$345M	Sell	996,211 -95,837	-9%	-$31.4M	8.05%	3
2024 Q2	$321M	Buy	1,092,048 +317,534	+41%	+$93.9M	8.15%	4
2024 Q1	$258M	Buy	+774,514	New	+$240M	6.09%	8
2021 Q3	–	Sell	-841,972	Closed	-$201M	–	36
2021 Q2	$201M	Buy	841,972 +5,866	+0.7%	+$1.43M	3.77%	12
2021 Q1	$192M	Sell	836,106 -278	-0%	-$61.2K	3.69%	11
2020 Q4	$177M	Sell	836,384 -8,229	-1%	-$1.68M	3.46%	13
2020 Q3	$174M	Buy	+844,613	New	+$169M	3.31%	14

Other funds holding AON

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Meritage Group's AON Position: Q1 2026 in Review

Meritage Group opened a new position in Aon (AON) in Q1 2026: 680,169 shares worth $220M. The stake represents 8.28% of the portfolio and ranks #5 among its holdings. This is a return to the name: Meritage Group previously reported a position in AON as recently as Q4 2024.

Meritage Group first reported a position in AON in Q3 2020 and has held it in 9 quarters since. The position peaked at $358M in Q4 2024. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Meritage Group held 680,169 shares of Aon worth $220M as of Q1 2026.
Aon was a new Meritage Group position in Q1 2026.
Aon made up 8.28% of Meritage Group's portfolio in Q1 2026, its #5 holding.
Meritage Group first reported a position in Aon in Q3 2020 and has held it in 9 quarters since.
Meritage Group's Aon position peaked at $358M in Q4 2024.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Meritage Group's 13F filing for Q1 2026, filed 14 May 2026.