Petrus Trust Company’s Aon AON Stock Holding History

Petrus Trust Company’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	$47.8M	Sell	144,000 -9,300	-6%	-$3M	4.49%	5
2026 Q1	$49.5M	Buy	153,300 +9,300	+6%	+$3.09M	5.41%	5
2025 Q4	$50.8M	Buy	144,000 +7,487	+5%	+$2.61M	5.14%	5
2025 Q3	$48.7M	Buy	136,513 +16,928	+14%	+$6.12M	5.33%	5
2025 Q2	$42.7M	Buy	119,585 +2,085	+2%	+$755K	4.43%	6
2025 Q1	$46.9M	Hold	117,500	–	–	4.38%	8
2024 Q4	$42.2M	Sell	117,500 -10,000	-8%	-$3.68M	4.08%	8
2024 Q3	$44.1M	Sell	127,500 -15,464	-11%	-$5.06M	4.3%	8
2024 Q2	$42M	Buy	142,964 +41,249	+41%	+$12.2M	3.92%	8
2024 Q1	$33.9M	Buy	101,715 +215	+0.2%	+$66.7K	3.07%	11
2023 Q4	$29.5M	Buy	+101,500	New	+$32.5M	2.8%	10
2021 Q2	–	Sell	-136,200	Closed	-$31.3M	–	85
2021 Q1	$31.3M	Hold	136,200	–	–	3%	15
2020 Q4	$28.8M	Buy	136,200 +22,430	+20%	+$4.58M	2.86%	17
2020 Q3	$23.5M	Buy	113,770 +11,370	+11%	+$2.27M	2.45%	13
2020 Q2	$19.7M	Buy	+102,400	New	+$19.1M	2.3%	15

Other funds holding AON

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Petrus Trust Company's AON Position: Q2 2026 in Review

Petrus Trust Company reduced its Aon (AON) stake by 6.1% in Q2 2026, selling an estimated $3M and leaving 144,000 shares worth $47.8M. The position accounts for 4.49% of the portfolio, ranked #5.

Petrus Trust Company first reported a position in AON in Q2 2020 and has held it in 15 quarters since. The position peaked at $50.8M in Q4 2025. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Petrus Trust Company held 144,000 shares of Aon worth $47.8M as of Q2 2026.
Petrus Trust Company sold 9,300 Aon shares in Q2 2026, an estimated $3M.
Aon made up 4.49% of Petrus Trust Company's portfolio in Q2 2026, its #5 holding.
Petrus Trust Company first reported a position in Aon in Q2 2020 and has held it in 15 quarters since.
Petrus Trust Company's Aon position peaked at $50.8M in Q4 2025.
1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Petrus Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.