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Summit Global Investments’s Aon AON Stock Holding History

Summit Global 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
2025
Q3 		– Sell
-2,110
Closed -$753K – 472
2025
Q2 		$753K Buy
+2,110
New +$764K 0.04% 252
2024
Q3 		– Sell
-2,676
Closed -$786K – 503
2024
Q2 		$786K Buy
2,676
+1,933
+260% +$572K 0.05% 278
2024
Q1 		$248K Buy
+743
New +$230K 0.02% 440
2023
Q2 		– Sell
-5,681
Closed -$1.79M – 531
2023
Q1 		$1.79M Buy
+5,681
New +$1.76M 0.14% 147
2018
Q4 		– Sell
-10,755
Closed -$1.65M – 256
2018
Q3 		$1.65M Sell
10,755
-5
-0% -$731 0.22% 82
2018
Q2 		$1.48M Buy
+10,760
New +$1.52M 0.22% 83

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Summit Global Investments's AON Position: Q3 2025 in Review

Summit Global Investments sold out of Aon (AON) in Q3 2025, closing a stake of 2,110 shares — an estimated $753K sold.

Summit Global Investments first reported a position in AON in Q2 2018 and held it in 6 quarters. The position peaked at $1.79M in Q1 2023. 1,248 funds tracked by Wall St. Rank hold AON as of Q3 2025.

  • Summit Global Investments reported no remaining Aon position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 2,110 Aon shares in Q3 2025, an estimated $753K.
  • Summit Global Investments first reported a position in Aon in Q2 2018 and held it in 6 quarters.
  • Summit Global Investments's Aon position peaked at $1.79M in Q1 2023.
  • 1,248 funds tracked by Wall St. Rank held Aon as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.