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Scharf Investments’s Aon AON Stock Holding History

Scharf Investments’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 		$75.2M Sell
226,626
-28,315
-11% -$9.13M 2.48% 18
2026
Q1 		$82.3M Buy
254,941
+46,830
+23% +$15.6M 2.54% 20
2025
Q4 		$73.4M Sell
208,111
-11,977
-5% -$4.18M 1.97% 26
2025
Q3 		$78.5M Sell
220,088
-9,366
-4% -$3.39M 1.97% 22
2025
Q2 		$81.9M Sell
229,454
-1,003
-0.4% -$363K 2.36% 20
2025
Q1 		$92M Sell
230,457
-5,866
-2% -$2.25M 2.78% 17
2024
Q4 		$84.9M Sell
236,323
-14,416
-6% -$5.3M 2.52% 19
2024
Q3 		$86.8M Buy
250,739
+10,314
+4% +$3.37M 2.39% 20
2024
Q2 		$70.6M Buy
+240,425
New +$71.1M 2.01% 21
2020
Q2 		– Sell
-4,324
Closed -$714K – 37
2020
Q1 		$714K Sell
4,324
-671,773
-99% -$138M 0.04% 31
2019
Q4 		$141M Sell
676,097
-26,106
-4% -$5.17M 5.51% 5
2019
Q3 		$136M Sell
702,203
-68,204
-9% -$13.2M 5.55% 4
2019
Q2 		$149M Sell
770,407
-55,280
-7% -$10M 5.86% 2
2019
Q1 		$141M Sell
825,687
-142,384
-15% -$23.1M 5.43% 2
2018
Q4 		$141M Sell
968,071
-54,743
-5% -$8.5M 5.59% 2
2018
Q3 		$157M Sell
1,022,814
-90,566
-8% -$13.2M 5.48% 2
2018
Q2 		$153M Sell
1,113,380
-245,028
-18% -$34.5M 5.46% 3
2018
Q1 		$191M Sell
1,358,408
-208,894
-13% -$29.3M 5.35% 3
2017
Q4 		$210M Sell
1,567,302
-91,244
-6% -$13M 4.76% 6
2017
Q3 		$242M Sell
1,658,546
-41,388
-2% -$5.78M 5.88% 4
2017
Q2 		$226M Sell
1,699,934
-59,063
-3% -$7.47M 5.31% 4
2017
Q1 		$209M Sell
1,758,997
-114,535
-6% -$13.2M 4.99% 6
2016
Q4 		$209M Sell
1,873,532
-65,472
-3% -$7.3M 4.85% 8
2016
Q3 		$218M Sell
1,939,004
-165,839
-8% -$18.3M 5.07% 6
2016
Q2 		$230M Sell
2,104,843
-25,368
-1% -$2.68M 5.17% 4
2016
Q1 		$223M Buy
2,130,211
+39,241
+2% +$3.68M 5.18% 5
2015
Q4 		$193M Buy
2,090,970
+1,092,073
+109% +$102M 4.6% 6
2015
Q3 		$88.5M Buy
+998,897
New +$96.7M 2.32% 23

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 $3.37T AUM 44.26% 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

Scharf Investments's AON Position: Q2 2026 in Review

Scharf Investments reduced its Aon (AON) stake by 11% in Q2 2026, selling an estimated $9.13M and leaving 226,626 shares worth $75.2M. The position accounts for 2.48% of the portfolio, ranked #18.

Scharf Investments first reported a position in AON in Q3 2015 and has held it in 28 quarters since. The position peaked at $242M in Q3 2017. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Scharf Investments held 226,626 shares of Aon worth $75.2M as of Q2 2026.
  • Scharf Investments sold 28,315 Aon shares in Q2 2026, an estimated $9.13M.
  • Aon made up 2.48% of Scharf Investments's portfolio in Q2 2026, its #18 holding.
  • Scharf Investments first reported a position in Aon in Q3 2015 and has held it in 28 quarters since.
  • Scharf Investments's Aon position peaked at $242M in Q3 2017.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.