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Private Ocean’s Aon AON Stock Holding History

Private Ocean’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
Q2 		$14.7M Buy
+50,076
New +$14.8M 1.3% 18
2023
Q1 		– Sell
-19
Closed -$5.7K – 618
2022
Q4 		$5.7K Buy
+19
New +$5.55K ﹤0.01% 409
2018
Q1 		– Sell
-16
Closed -$2K – 396
2017
Q4 		$2K Buy
+16
New +$2.28K ﹤0.01% 343

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Private Ocean's AON Position: Q2 2024 in Review

Private Ocean opened a new position in Aon (AON) in Q2 2024: 50,076 shares worth $14.7M. The stake represents 1.3% of the portfolio and ranks #18 among its holdings. This is a return to the name: Private Ocean previously reported a position in AON as recently as Q4 2022.

Private Ocean first reported a position in AON in Q4 2017 and has held it in 3 quarters since. 1,106 funds tracked by Wall St. Rank hold AON as of Q2 2024.

  • Private Ocean held 50,076 shares of Aon worth $14.7M as of Q2 2024.
  • Aon was a new Private Ocean position in Q2 2024.
  • Aon made up 1.3% of Private Ocean's portfolio in Q2 2024, its #18 holding.
  • Private Ocean first reported a position in Aon in Q4 2017 and has held it in 3 quarters since.
  • 1,106 funds tracked by Wall St. Rank held Aon as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.