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Summit Trail Advisors’s Aon AON Stock Holding History

Summit Trail 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
Q1 		$29.1M Buy
90,234
+4,206
+5% +$1.4M 0.42% 31
2025
Q4 		$30.4M Sell
86,028
-26,273
-23% -$9.17M 0.52% 27
2025
Q3 		$40M Sell
112,301
-2,074
-2% -$750K 0.55% 26
2025
Q2 		$40.8M Buy
114,375
+2,995
+3% +$1.09M 0.7% 23
2025
Q1 		$44.5M Sell
111,380
-1,686
-1% -$646K 1.47% 9
2024
Q4 		$40.6M Sell
113,066
-33,192
-23% -$12.2M 1.5% 10
2024
Q3 		$50.6M Sell
146,258
-78,873
-35% -$25.8M 1.25% 15
2024
Q2 		$66.1M Buy
225,131
+222,965
+10,294% +$65.9M 1.74% 8
2024
Q1 		$723K Buy
2,166
+258
+14% +$80K 0.02% 267
2023
Q4 		$555K Sell
1,908
-360
-16% -$115K 0.02% 264
2023
Q3 		$735K Buy
2,268
+128
+6% +$42.3K 0.03% 207
2023
Q2 		$739K Buy
2,140
+165
+8% +$53.6K 0.03% 201
2023
Q1 		$623K Sell
1,975
-196
-9% -$60.7K 0.03% 188
2022
Q4 		$652K Buy
2,171
+134
+7% +$39.2K 0.03% 145
2022
Q3 		$546K Buy
2,037
+178
+10% +$50.3K 0.03% 164
2022
Q2 		$501K Buy
1,859
+180
+11% +$51.7K 0.03% 183
2022
Q1 		$547K Buy
1,679
+639
+61% +$186K 0.04% 153
2021
Q4 		$313K Buy
1,040
+115
+12% +$34.5K 0.02% 221
2021
Q3 		$264K Buy
+925
New +$248K 0.02% 217
2019
Q1 		– Sell
-4,336
Closed -$630K – 92
2018
Q4 		$630K Sell
4,336
-3,994
-48% -$620K 0.22% 50
2018
Q3 		$1.28M Buy
8,330
+1,054
+14% +$154K 0.28% 52
2018
Q2 		$998K Buy
+7,276
New +$1.03M 0.35% 42
2018
Q1 		– Sell
-1,350
Closed -$186K – 495
2017
Q4 		$186K Buy
+1,350
New +$192K 0.02% 442

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Summit Trail Advisors's AON Position: Q1 2026 in Review

Summit Trail Advisors increased its Aon (AON) stake by 4.9% in Q1 2026, buying an estimated $1.4M and bringing the position to 90,234 shares worth $29.1M. The position accounts for 0.42% of the portfolio, ranked #31.

Summit Trail Advisors first reported a position in AON in Q4 2017 and has held it in 23 quarters since. The position peaked at $66.1M in Q2 2024. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Summit Trail Advisors held 90,234 shares of Aon worth $29.1M as of Q1 2026.
  • Summit Trail Advisors bought 4,206 Aon shares in Q1 2026, an estimated $1.4M.
  • Aon made up 0.42% of Summit Trail Advisors's portfolio in Q1 2026, its #31 holding.
  • Summit Trail Advisors first reported a position in Aon in Q4 2017 and has held it in 23 quarters since.
  • Summit Trail Advisors's Aon position peaked at $66.1M in Q2 2024.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.