PWG
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Portside Wealth Group’s Aon AON Stock Holding History

Portside Wealth Group’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 		– Sell
-4,092
Closed -$1.32M – 517
2026
Q1 		$1.32M Sell
4,092
-2,959
-42% -$983K 0.18% 136
2025
Q4 		$2.49M Sell
7,051
-1,898
-21% -$663K 0.34% 69
2025
Q3 		$3.19M Sell
8,949
-1,679
-16% -$607K 0.44% 55
2025
Q2 		$3.79M Sell
10,628
-427
-4% -$155K 0.56% 45
2025
Q1 		$4.41M Buy
11,055
+9,302
+531% +$3.57M 0.72% 34
2024
Q4 		$630K Sell
1,753
-29
-2% -$10.7K 0.1% 197
2024
Q3 		$617K Buy
1,782
+174
+11% +$56.9K 0.11% 200
2024
Q2 		$472K Sell
1,608
-180
-10% -$53.2K 0.09% 222
2024
Q1 		$597K Buy
1,788
+347
+24% +$108K 0.11% 193
2023
Q4 		$419K Sell
1,441
-22
-2% -$7.04K 0.08% 227
2023
Q3 		$476K Buy
1,463
+26
+2% +$8.6K 0.09% 194
2023
Q2 		$496K Buy
+1,437
New +$467K 0.09% 198

Other funds holding AON

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return