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Morningstar Investment Management’s Aon AON Stock Holding History

Morningstar Investment Management’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
2025
Q4 		– Sell
-18,692
Closed -$6.67M – 334
2025
Q3 		$6.67M Buy
18,692
+15,391
+466% +$5.57M 0.25% 105
2025
Q2 		$1.18M Buy
+3,301
New +$1.2M 0.1% 56
2025
Q1 		– Sell
-1,933
Closed -$694K – 83
2024
Q4 		$694K Hold
1,933
– – 0.05% 100
2024
Q3 		$693K Buy
+1,933
New +$632K 0.07% 115

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morningstar Investment Management's AON Position: Q4 2025 in Review

Morningstar Investment Management sold out of Aon (AON) in Q4 2025, closing a stake of 18,692 shares — an estimated $6.67M sold.

Morningstar Investment Management first reported a position in AON in Q3 2024 and held it in 4 quarters. The position peaked at $6.67M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold AON as of Q4 2025.

  • Morningstar Investment Management reported no remaining Aon position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 18,692 Aon shares in Q4 2025, an estimated $6.67M.
  • Morningstar Investment Management first reported a position in Aon in Q3 2024 and held it in 4 quarters.
  • Morningstar Investment Management's Aon position peaked at $6.67M in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.