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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ProVise Management Group's AON Position: Q1 2026 in Review

ProVise Management Group increased its Aon (AON) stake by 164% in Q1 2026, buying an estimated $1.65M and bringing the position to 7,982 shares worth $2.58M. The position accounts for 0.19% of the portfolio, ranked #93.

ProVise Management Group first reported a position in AON in Q2 2024 and has held it in 8 quarters since. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • ProVise Management Group held 7,982 shares of Aon worth $2.58M as of Q1 2026.
  • ProVise Management Group bought 4,955 Aon shares in Q1 2026, an estimated $1.65M.
  • Aon made up 0.19% of ProVise Management Group's portfolio in Q1 2026, its #93 holding.
  • ProVise Management Group first reported a position in Aon in Q2 2024 and has held it in 8 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.