Meritage Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$33.2M | 8.05% | 3 |
|
|
2024
Q2 | $321M | Buy |
1,092,048
+317,534
| +41% | +$93.2M | 8.15% | 4 |
|
|
2024
Q1 | $258M | Buy |
+774,514
| New | +$258M | 6.09% | 8 |
|
|
2021
Q3 | – | Sell |
-841,972
| Closed | -$201M | – | 36 |
|
|
2021
Q2 | $201M | Buy |
841,972
+5,866
| +0.7% | +$1.4M | 3.77% | 12 |
|
|
2021
Q1 | $192M | Sell |
836,106
-278
| -0% | -$64K | 3.69% | 11 |
|
|
2020
Q4 | $177M | Sell |
836,384
-8,229
| -1% | -$1.74M | 3.46% | 13 |
|
|
2020
Q3 | $174M | Buy |
+844,613
| New | +$174M | 3.31% | 14 |
|