Polar Capital Holdings’s Aon AON Stock Holding History

Polar Capital Holdings’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 Q1	–	Sell	-205,000	Closed	-$59.7M	–	280
2023 Q4	$59.7M	Hold	205,000	–	–	0.37%	75
2023 Q3	$66.5M	Sell	205,000 -25,000	-11%	-$8.27M	0.49%	58
2023 Q2	$79.4M	Sell	230,000 -60,000	-21%	-$19.5M	0.54%	65
2023 Q1	$91.4M	Sell	290,000 -70,000	-19%	-$21.7M	0.67%	46
2022 Q4	$108M	Hold	360,000	–	–	0.86%	24
2022 Q3	$96.4K	Hold	360,000	–	–	0.61%	39
2022 Q2	$97.1K	Buy	360,000 +22,500	+7%	+$6.47M	0.57%	36
2022 Q1	$110K	Hold	337,500	–	–	0.51%	39
2021 Q4	$101K	Sell	337,500 -38,750	-10%	-$11.6M	0.41%	54
2021 Q3	$108K	Sell	376,250 -21,250	-5%	-$5.71M	0.47%	46
2021 Q2	$94.9K	Hold	397,500	–	–	0.41%	57
2021 Q1	$91.5M	Hold	397,500	–	–	0.57%	50
2020 Q4	$84M	Buy	+397,500	New	+$81.2M	0.55%	52

Other funds holding AON

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

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

Capital World Investors

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

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

Capital International Investors

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

Mawer Investment Management

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

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Berkshire Hathaway

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