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Morningstar Investment Services’s Aon AON Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-724
Closed -$252K – 157
2024
Q3 		$252K Buy
+724
New +$237K ﹤0.01% 367
2018
Q1 		– Sell
-1,537
Closed -$206K – 200
2017
Q4 		$206K Hold
1,537
– – ﹤0.01% 195
2017
Q3 		$225K Hold
1,537
– – ﹤0.01% 189
2017
Q2 		$204K Buy
+1,537
New +$194K ﹤0.01% 182

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 $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morningstar Investment Services's AON Position: Q4 2024 in Review

Morningstar Investment Services sold out of Aon (AON) in Q4 2024, closing a stake of 724 shares — an estimated $252K sold.

Morningstar Investment Services first reported a position in AON in Q2 2017 and held it in 4 quarters. The position peaked at $252K in Q3 2024. 1,189 funds tracked by Wall St. Rank hold AON as of Q4 2024.

  • Morningstar Investment Services reported no remaining Aon position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 724 Aon shares in Q4 2024, an estimated $252K.
  • Morningstar Investment Services first reported a position in Aon in Q2 2017 and held it in 4 quarters.
  • Morningstar Investment Services's Aon position peaked at $252K in Q3 2024.
  • 1,189 funds tracked by Wall St. Rank held Aon as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.