Tompkins Financial’s Aon AON Stock Holding History

Tompkins Financial’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	–	Sell	-13	Closed	-$4.59K	–	570
2025 Q4	$4.59K	Buy	+13	New	+$4.54K	﹤0.01%	490
2022 Q2	–	Sell	-5	Closed	-$2K	–	579
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	559
2021 Q4	$2K	Sell	5 -79	-94%	-$23.7K	﹤0.01%	329
2021 Q3	$24K	Buy	+84	New	+$22.6K	﹤0.01%	274
2021 Q1	$19K	Hold	84	–	–	﹤0.01%	321
2020 Q4	$18K	Buy	84 +28	+50%	+$5.72K	﹤0.01%	322
2020 Q3	$12K	Hold	56	–	–	﹤0.01%	317
2020 Q2	$11K	Hold	56	–	–	﹤0.01%	314
2020 Q1	$9K	Hold	56	–	–	﹤0.01%	329
2019 Q4	$12K	Buy	+56	New	+$11.1K	﹤0.01%	332
2016 Q1	–	Sell	-577	Closed	-$53K	–	488
2015 Q4	$53K	Hold	577	–	–	0.02%	270
2015 Q3	$51K	Hold	577	–	–	0.02%	265
2015 Q2	$58K	Hold	577	–	–	0.02%	254
2015 Q1	$55K	Hold	577	–	–	0.01%	280
2014 Q4	$55K	Sell	577 -46	-7%	-$4.11K	0.01%	261
2014 Q3	$55K	Sell	623 -13	-2%	-$1.14K	0.01%	258
2014 Q2	$57K	Hold	636	–	–	0.01%	262
2014 Q1	$54K	Buy	+636	New	+$52.9K	0.01%	269

Other funds holding AON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM