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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
Q2 		$227M Buy
684,518
+4,349
+0.6% +$1.4M 8.75% 5
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
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

Meritage Group's AON Position: Q2 2026 in Review

Meritage Group increased its Aon (AON) stake by 0.64% in Q2 2026, buying an estimated $1.4M and bringing the position to 684,518 shares worth $227M. The position accounts for 8.75% of the portfolio, ranked #5.

Meritage Group first reported a position in AON in Q3 2020 and has held it in 10 quarters since. The position peaked at $358M in Q4 2024. 1,262 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Meritage Group held 684,518 shares of Aon worth $227M as of Q2 2026.
  • Meritage Group bought 4,349 Aon shares in Q2 2026, an estimated $1.4M.
  • Aon made up 8.75% of Meritage Group's portfolio in Q2 2026, its #5 holding.
  • Meritage Group first reported a position in Aon in Q3 2020 and has held it in 10 quarters since.
  • Meritage Group's Aon position peaked at $358M in Q4 2024.
  • 1,262 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Meritage Group's 13F filing for Q2 2026, filed 13 Aug 2026.