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Schechter Investment Advisors’s Aon AON Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$3.55M Buy
8,907
+2,117
+31% +$812K 0.29% 69
2024
Q4 		$2.44M Buy
6,790
+139
+2% +$51.1K 0.19% 105
2024
Q3 		$2.3M Buy
6,651
+636
+11% +$208K 0.17% 110
2024
Q2 		$1.77M Buy
6,015
+795
+15% +$235K 0.13% 141
2024
Q1 		$1.74M Buy
5,220
+955
+22% +$296K 0.13% 149
2023
Q4 		$1.24M Sell
4,265
-1,034
-20% -$331K 0.11% 187
2023
Q3 		$1.72M Sell
5,299
-45
-0.8% -$14.9K 0.17% 125
2023
Q2 		$1.84M Sell
5,344
-106
-2% -$34.4K 0.17% 124
2023
Q1 		$1.72M Buy
5,450
+819
+18% +$254K 0.16% 134
2022
Q4 		$1.39M Buy
4,631
+142
+3% +$41.5K 0.13% 199
2022
Q3 		$1.2M Buy
4,489
+330
+8% +$93.3K 0.12% 222
2022
Q2 		$1.12M Buy
4,159
+56
+1% +$16.1K 0.11% 247
2022
Q1 		$1.34M Buy
4,103
+300
+8% +$87.3K 0.12% 208
2021
Q4 		$1.14M Buy
+3,803
New +$1.14M 0.1% 260

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Schechter Investment Advisors's AON Position: Q1 2025 in Review

Schechter Investment Advisors increased its Aon (AON) stake by 31% in Q1 2025, buying an estimated $812K and bringing the position to 8,907 shares worth $3.55M. The position accounts for 0.29% of the portfolio, ranked #69.

Schechter Investment Advisors first reported a position in AON in Q4 2021 and has held it in 14 quarters since. 1,267 funds tracked by Wall St. Rank hold AON as of Q1 2025.

  • Schechter Investment Advisors held 8,907 shares of Aon worth $3.55M as of Q1 2025.
  • Schechter Investment Advisors bought 2,117 Aon shares in Q1 2025, an estimated $812K.
  • Aon made up 0.29% of Schechter Investment Advisors's portfolio in Q1 2025, its #69 holding.
  • Schechter Investment Advisors first reported a position in Aon in Q4 2021 and has held it in 14 quarters since.
  • 1,267 funds tracked by Wall St. Rank held Aon as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.