TCV Trust & Wealth Management’s Aon AON Stock Holding History

TCV Trust & Wealth 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
2025 Q3	–	Sell	-1,105	Closed	-$394K	–	224
2025 Q2	$394K	Sell	1,105 -10	-0.9%	-$3.62K	0.03%	161
2025 Q1	$445K	Hold	1,115	–	–	0.04%	147
2024 Q4	$400K	Buy	+1,115	New	+$410K	0.04%	153
2019 Q2	–	Sell	-2,300	Closed	-$393K	–	197
2019 Q1	$393K	Hold	2,300	–	–	0.05%	153
2018 Q4	$334K	Sell	2,300 -100	-4%	-$15.5K	0.05%	161
2018 Q3	$369K	Hold	2,400	–	–	0.05%	159
2018 Q2	$329K	Hold	2,400	–	–	0.05%	161
2018 Q1	$337K	Hold	2,400	–	–	0.05%	152
2017 Q4	$322K	Hold	2,400	–	–	0.05%	157
2017 Q3	$351K	Hold	2,400	–	–	0.05%	146
2017 Q2	$319K	Hold	2,400	–	–	0.05%	151
2017 Q1	$285K	Buy	+2,400	New	+$277K	0.04%	161

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

TCV Trust & Wealth Management's AON Position: Q3 2025 in Review

TCV Trust & Wealth Management sold out of Aon (AON) in Q3 2025, closing a stake of 1,105 shares — an estimated $394K sold.

TCV Trust & Wealth Management first reported a position in AON in Q1 2017 and held it in 12 quarters. The position peaked at $445K in Q1 2025. 1,249 funds tracked by Wall St. Rank hold AON as of Q3 2025.

TCV Trust & Wealth Management reported no remaining Aon position as of Q3 2025 after selling out during the quarter.
TCV Trust & Wealth Management sold 1,105 Aon shares in Q3 2025, an estimated $394K.
TCV Trust & Wealth Management first reported a position in Aon in Q1 2017 and held it in 12 quarters.
TCV Trust & Wealth Management's Aon position peaked at $445K in Q1 2025.
1,249 funds tracked by Wall St. Rank held Aon as of Q3 2025.

Based on TCV Trust & Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.