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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Tompkins Financial's AON Position: Q1 2026 in Review

Tompkins Financial sold out of Aon (AON) in Q1 2026, closing a stake of 13 shares — an estimated $4.59K sold.

Tompkins Financial first reported a position in AON in Q1 2014 and held it in 18 quarters. The position peaked at $58K in Q2 2015. 1,259 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Tompkins Financial reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
Tompkins Financial sold 13 Aon shares in Q1 2026, an estimated $4.59K.
Tompkins Financial first reported a position in Aon in Q1 2014 and held it in 18 quarters.
Tompkins Financial's Aon position peaked at $58K in Q2 2015.
1,259 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Tompkins Financial's 13F filing for Q1 2026, filed 9 Apr 2026.