Sentry Investment Management’s Aon AON Stock Holding History

Sentry Investment Management’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	–	Sell	-679	Closed	-$240K	–	35
2025 Q4	$240K	Hold	679	–	–	0.16%	116
2025 Q3	$248K	Buy	679 +27	+4%	+$9.77K	0.17%	113
2025 Q2	$231K	Hold	652	–	–	0.13%	166
2025 Q1	$238K	Sell	652 -1,356	-68%	-$520K	0.16%	135
2024 Q4	$721K	Sell	2,008 -140	-7%	-$51.5K	0.34%	57
2024 Q3	$743K	Buy	2,148 +106	+5%	+$34.7K	0.31%	65
2024 Q2	$599K	Sell	2,042 -418	-17%	-$124K	0.27%	81
2024 Q1	$821K	Hold	2,460	–	–	0.32%	68
2023 Q4	$716K	Buy	2,460 +1,288	+110%	+$412K	0.31%	70
2023 Q3	$380K	Sell	1,172 -284	-20%	-$94K	0.18%	115
2023 Q2	$503K	Sell	1,456 -1,511	-51%	-$491K	0.19%	132
2023 Q1	$935K	Buy	2,967 +814	+38%	+$252K	0.38%	55
2022 Q4	$646K	Buy	2,153 +678	+46%	+$198K	0.29%	84
2022 Q3	$395K	Hold	1,475	–	–	0.19%	114
2022 Q2	$398K	Sell	1,475 -116	-7%	-$33.3K	0.18%	122
2022 Q1	$518K	Sell	1,591 -540	-25%	-$157K	0.16%	127
2021 Q4	$640K	Hold	2,131	–	–	0.17%	143
2021 Q3	$609K	Sell	2,131 -311	-13%	-$83.5K	0.18%	139
2021 Q2	$583K	Hold	2,442	–	–	0.15%	158
2021 Q1	$562K	Sell	2,442 -13,585	-85%	-$2.99M	0.16%	154
2020 Q4	$3.39M	Hold	16,027	–	–	0.17%	143
2020 Q3	$3.31M	Hold	16,027	–	–	0.18%	134
2020 Q2	$3.09M	Buy	16,027 +1,613	+11%	+$301K	0.19%	134
2020 Q1	$2.38M	Hold	14,414	–	–	0.18%	140
2019 Q4	$3M	Hold	14,414	–	–	0.18%	142
2019 Q3	$2.79M	Hold	14,414	–	–	0.18%	146
2019 Q2	$2.78M	Hold	14,414	–	–	0.18%	138
2019 Q1	$2.46M	Sell	14,414 -1,280	-8%	-$208K	0.17%	150
2018 Q4	$2.28M	Sell	15,694 -31,584	-67%	-$4.91M	0.17%	155
2018 Q3	$7.27M	Buy	47,278 +4,536	+11%	+$663K	0.44%	52
2018 Q2	$5.86M	Sell	42,742 -4,754	-10%	-$670K	0.38%	61
2018 Q1	$6.67M	Sell	47,496 -4,561	-9%	-$639K	0.4%	56
2017 Q4	$6.98M	Buy	52,057 +1,244	+2%	+$177K	0.38%	59
2017 Q3	$7.42M	Hold	50,813	–	–	0.28%	59
2017 Q2	$6.76M	Buy	50,813 +1,139	+2%	+$144K	0.27%	61
2017 Q1	$5.9M	Sell	49,674 -2,033	-4%	-$235K	0.24%	72
2016 Q4	$5.77M	Hold	51,707	–	–	0.24%	73
2016 Q3	$5.82M	Buy	51,707 +9,910	+24%	+$1.09M	0.25%	66
2016 Q2	$4.57M	Buy	41,797 +1,214	+3%	+$128K	0.2%	83
2016 Q1	$4.24M	Hold	40,583	–	–	0.19%	90
2015 Q4	$3.74M	Sell	40,583 -26,427	-39%	-$2.46M	0.17%	99
2015 Q3	$5.94M	Buy	67,010 +11,160	+20%	+$1.08M	0.29%	64
2015 Q2	$5.57M	Buy	55,850 +9,152	+20%	+$916K	0.26%	73
2015 Q1	$4.49M	Sell	46,698 -2,700	-5%	-$261K	0.21%	86
2014 Q4	$4.68M	Buy	49,398 +1,300	+3%	+$116K	0.23%	80
2014 Q3	$4.22M	Buy	48,098 +1,100	+2%	+$96.1K	0.22%	76
2014 Q2	$4.23M	Sell	46,998 -6,702	-12%	-$580K	0.22%	78
2014 Q1	$4.53M	Hold	53,700	–	–	0.24%	68
2013 Q4	$4.5M	Buy	53,700 +16,400	+44%	+$1.3M	0.24%	66
2013 Q3	$2.78M	Buy	37,300 +26,600	+249%	+$1.82M	0.16%	97
2013 Q2	$689K	Buy	+10,700	New	+$678K	0.04%	225

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sentry Investment Management's AON Position: Q1 2026 in Review

Sentry Investment Management sold out of Aon (AON) in Q1 2026, closing a stake of 679 shares — an estimated $240K sold.

Sentry Investment Management first reported a position in AON in Q2 2013 and held it in 51 quarters. The position peaked at $7.42M in Q3 2017. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Sentry Investment Management reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 679 Aon shares in Q1 2026, an estimated $240K.
Sentry Investment Management first reported a position in Aon in Q2 2013 and held it in 51 quarters.
Sentry Investment Management's Aon position peaked at $7.42M in Q3 2017.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.