New Vernon Investment Management’s Aon AON Stock Holding History

New Vernon 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
2020 Q4	–	Sell	-6,848	Closed	-$1.41M	–	38
2020 Q3	$1.41M	Buy	+6,848	New	+$1.37M	3.18%	14
2020 Q2	–	Sell	-6,848	Closed	-$1.13M	–	40
2020 Q1	$1.13M	Sell	6,848 -6,848	-50%	-$1.4M	2.95%	14
2019 Q4	$2.85M	Hold	13,696	–	–	6.06%	5
2019 Q3	$2.65M	Hold	13,696	–	–	5.55%	5
2019 Q2	$2.64M	Hold	13,696	–	–	5.22%	6
2019 Q1	$2.34M	Buy	13,696 +1,963	+17%	+$318K	5.61%	5
2018 Q4	$1.71M	Sell	11,733 -1,815	-13%	-$282K	4.94%	8
2018 Q3	$2.08M	Hold	13,548	–	–	2.47%	17
2018 Q2	$1.86M	Hold	13,548	–	–	2.12%	18
2018 Q1	$1.9M	Buy	+13,548	New	+$1.9M	2.27%	21

Other funds holding AON

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

New Vernon Investment Management's AON Position: Q4 2020 in Review

New Vernon Investment Management sold out of Aon (AON) in Q4 2020, closing a stake of 6,848 shares — an estimated $1.41M sold.

New Vernon Investment Management first reported a position in AON in Q1 2018 and held it in 10 quarters. The position peaked at $2.85M in Q4 2019. 858 funds tracked by Wall St. Rank hold AON as of Q4 2020.

New Vernon Investment Management reported no remaining Aon position as of Q4 2020 after selling out during the quarter.
New Vernon Investment Management sold 6,848 Aon shares in Q4 2020, an estimated $1.41M.
New Vernon Investment Management first reported a position in Aon in Q1 2018 and held it in 10 quarters.
New Vernon Investment Management's Aon position peaked at $2.85M in Q4 2019.
858 funds tracked by Wall St. Rank held Aon as of Q4 2020.

Based on New Vernon Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.