Southpoint Capital Advisors’s Aon AON Stock Holding History

Southpoint Capital 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
2026 Q2	–	Sell	-500,000	Closed	-$161M	–	35
2026 Q1	$161M	Sell	500,000 -150,000	-23%	-$49.8M	3.32%	13
2025 Q4	$229M	Buy	+650,000	New	+$227M	5.33%	5
2021 Q3	–	Sell	-750,000	Closed	-$179M	–	48
2021 Q2	$179M	Hold	750,000	–	–	3.1%	12
2021 Q1	$173M	Hold	750,000	–	–	2.77%	12
2020 Q4	$158M	Sell	750,000 -50,000	-6%	-$10.2M	2.76%	15
2020 Q3	$165M	Hold	800,000	–	–	3.76%	7
2020 Q2	$154M	Sell	800,000 -100,000	-11%	-$18.6M	3.75%	10
2020 Q1	$149M	Buy	+900,000	New	+$184M	4.34%	8

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Southpoint Capital Advisors's AON Position: Q2 2026 in Review

Southpoint Capital Advisors sold out of Aon (AON) in Q2 2026, closing a stake of 500,000 shares — an estimated $161M sold.

Southpoint Capital Advisors first reported a position in AON in Q1 2020 and held it in 8 quarters. The position peaked at $229M in Q4 2025. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Southpoint Capital Advisors reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
Southpoint Capital Advisors sold 500,000 Aon shares in Q2 2026, an estimated $161M.
Southpoint Capital Advisors first reported a position in Aon in Q1 2020 and held it in 8 quarters.
Southpoint Capital Advisors's Aon position peaked at $229M in Q4 2025.
1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Southpoint Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.