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SVB Wealth’s Aon AON Stock Holding History

SVB Wealth’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
Q4 		– Sell
-571
Closed -$204K – 395
2025
Q3 		$204K Sell
571
-58
-9% -$21K 0.01% 398
2025
Q2 		$224K Sell
629
-880
-58% -$319K 0.01% 395
2025
Q1 		$602K Sell
1,509
-69
-4% -$26.5K 0.02% 196
2024
Q4 		$567K Buy
+1,578
New +$580K 0.01% 403
2024
Q3 		– Sell
-1,534
Closed -$450K – 51
2024
Q2 		$450K Sell
1,534
-971
-39% -$287K 0.01% 440
2024
Q1 		$836K Sell
2,505
-54
-2% -$16.7K 0.02% 382
2023
Q4 		$745K Buy
2,559
+314
+14% +$101K 0.02% 394
2023
Q3 		$728K Sell
2,245
-108
-5% -$35.7K 0.02% 366
2023
Q2 		$812K Sell
2,353
-478
-17% -$155K 0.01% 376
2023
Q1 		$893K Buy
2,831
+366
+15% +$113K 0.01% 399
2022
Q4 		$740K Sell
2,465
-415
-14% -$121K 0.01% 468
2022
Q3 		$772K Buy
2,880
+1,574
+121% +$445K 0.01% 422
2022
Q2 		$353K Buy
1,306
+24
+2% +$6.9K 0.01% 518
2022
Q1 		$418K Buy
1,282
+120
+10% +$34.9K 0.01% 480
2021
Q4 		$350K Sell
1,162
-46
-4% -$13.8K 0.01% 534
2021
Q3 		$346K Buy
1,208
+283
+31% +$76K ﹤0.01% 723
2021
Q2 		$221K Buy
925
+15
+2% +$3.67K ﹤0.01% 864
2021
Q1 		$209K Buy
+910
New +$200K ﹤0.01% 823
2016
Q3 		– Sell
-2,219
Closed -$242K – 519
2016
Q2 		$242K Buy
2,219
+254
+13% +$26.9K 0.01% 455
2016
Q1 		$205K Sell
1,965
-425
-18% -$39.8K 0.01% 492
2015
Q4 		$220K Hold
2,390
– – 0.01% 497
2015
Q3 		$212K Sell
2,390
-4,450
-65% -$431K 0.01% 514
2015
Q2 		$682K Hold
6,840
– – 0.02% 377
2015
Q1 		$657K Sell
6,840
-190
-3% -$18.4K 0.02% 371
2014
Q4 		$667K Buy
+7,030
New +$629K 0.02% 361

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SVB Wealth's AON Position: Q4 2025 in Review

SVB Wealth sold out of Aon (AON) in Q4 2025, closing a stake of 571 shares — an estimated $204K sold.

SVB Wealth first reported a position in AON in Q4 2014 and held it in 25 quarters. The position peaked at $893K in Q1 2023. 1,282 funds tracked by Wall St. Rank hold AON as of Q4 2025.

  • SVB Wealth reported no remaining Aon position as of Q4 2025 after selling out during the quarter.
  • SVB Wealth sold 571 Aon shares in Q4 2025, an estimated $204K.
  • SVB Wealth first reported a position in Aon in Q4 2014 and held it in 25 quarters.
  • SVB Wealth's Aon position peaked at $893K in Q1 2023.
  • 1,282 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on SVB Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.