Phoenix Financial’s Aon AON Stock Holding History

Phoenix Financial’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 Q3	–	Sell	-3,143	Closed	-$1.15M	–	467
2025 Q2	$1.15M	Buy	+3,143	New	+$1.14M	0.02%	220

Other funds holding AON

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Phoenix Financial's AON Position: Q3 2025 in Review

Phoenix Financial sold out of Aon (AON) in Q3 2025, closing a stake of 3,143 shares — an estimated $1.15M sold.

Phoenix Financial first reported a position in AON in Q2 2025 and held it in 1 quarter. The position peaked at $1.15M in Q2 2025. 1,248 funds tracked by Wall St. Rank hold AON as of Q3 2025.

Phoenix Financial reported no remaining Aon position as of Q3 2025 after selling out during the quarter.
Phoenix Financial sold 3,143 Aon shares in Q3 2025, an estimated $1.15M.
Phoenix Financial first reported a position in Aon in Q2 2025 and held it in 1 quarter.
Phoenix Financial's Aon position peaked at $1.15M in Q2 2025.
1,248 funds tracked by Wall St. Rank held Aon as of Q3 2025.

Based on Phoenix Financial's 13F filing for Q3 2025, filed 3 Nov 2025.