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ProVise Management Group’s Aon AON Stock Holding History

ProVise Management 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 		$9.58M Buy
28,875
+20,893
+262% +$6.74M 0.64% 46
2026
Q1 		$2.58M Buy
7,982
+4,955
+164% +$1.65M 0.19% 93
2025
Q4 		$1.07M Sell
3,027
-242
-7% -$84.5K 0.08% 131
2025
Q3 		$1.17M Sell
3,269
-600
-16% -$217K 0.09% 124
2025
Q2 		$1.38M Sell
3,869
-400
-9% -$145K 0.11% 117
2025
Q1 		$1.7M Sell
4,269
-600
-12% -$230K 0.14% 107
2024
Q4 		$1.75M Sell
4,869
-238
-5% -$87.5K 0.15% 107
2024
Q3 		$1.77M Hold
5,107
– – 0.14% 120
2024
Q2 		$1.5M Buy
+5,107
New +$1.51M 0.13% 124

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProVise Management Group's AON Position: Q2 2026 in Review

ProVise Management Group increased its Aon (AON) stake by 262% in Q2 2026, buying an estimated $6.74M and bringing the position to 28,875 shares worth $9.58M. The position accounts for 0.64% of the portfolio, ranked #46.

ProVise Management Group first reported a position in AON in Q2 2024 and has held it in 9 quarters since. 1,268 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • ProVise Management Group held 28,875 shares of Aon worth $9.58M as of Q2 2026.
  • ProVise Management Group bought 20,893 Aon shares in Q2 2026, an estimated $6.74M.
  • Aon made up 0.64% of ProVise Management Group's portfolio in Q2 2026, its #46 holding.
  • ProVise Management Group first reported a position in Aon in Q2 2024 and has held it in 9 quarters since.
  • 1,268 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.