Patriot Financial Group Insurance Agency’s Aon AON Stock Holding History

Patriot Financial Group Insurance Agency’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	$1.68M	Buy	+5,053	New	+$1.63M	0.17%	148
2022 Q3	–	Sell	-45	Closed	-$12K	–	475
2022 Q2	$12K	Hold	45	–	–	﹤0.01%	1169
2022 Q1	$15K	Sell	45 -160	-78%	-$46.5K	﹤0.01%	1196
2021 Q4	$62K	Sell	205 -2	-1%	-$600	0.01%	790
2021 Q3	$59K	Sell	207 -4	-2%	-$1.07K	0.01%	814
2021 Q2	$50K	Buy	211 +55	+35%	+$13.4K	0.01%	832
2021 Q1	$36K	Buy	156 +92	+144%	+$20.3K	0.01%	882
2020 Q4	$14K	Hold	64	–	–	﹤0.01%	1094
2020 Q3	$13K	Buy	64 +55	+611%	+$11K	﹤0.01%	940
2020 Q2	$2K	Sell	9 -18	-67%	-$3.35K	﹤0.01%	1363
2020 Q1	$4K	Hold	27	–	–	﹤0.01%	1108
2019 Q4	$6K	Sell	27 -1	-4%	-$198	﹤0.01%	932
2019 Q3	$5K	Sell	28 -4	-13%	-$772	﹤0.01%	924
2019 Q2	$6K	Sell	32 -5	-14%	-$906	﹤0.01%	887
2019 Q1	$6K	Buy	+37	New	+$6K	﹤0.01%	795
2018 Q1	–	Sell	-38	Closed	-$5K	–	950
2017 Q4	$5K	Buy	+38	New	+$5.41K	﹤0.01%	708

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AON Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency opened a new position in Aon (AON) in Q2 2026: 5,053 shares worth $1.68M. The stake represents 0.17% of the portfolio and ranks #148 among its holdings. This is a return to the name: Patriot Financial Group Insurance Agency previously reported a position in AON as recently as Q2 2022.

Patriot Financial Group Insurance Agency first reported a position in AON in Q4 2017 and has held it in 16 quarters since. 715 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Patriot Financial Group Insurance Agency held 5,053 shares of Aon worth $1.68M as of Q2 2026.
Aon was a new Patriot Financial Group Insurance Agency position in Q2 2026.
Aon made up 0.17% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #148 holding.
Patriot Financial Group Insurance Agency first reported a position in Aon in Q4 2017 and has held it in 16 quarters since.
715 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.