TRB Wealth Management’s Aon AON Stock Holding History

TRB 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
2026 Q2	$358K	Buy	1,080 +256	+31%	+$82.6K	0.05%	183
2026 Q1	$266K	Buy	+824	New	+$274K	0.04%	223

Other funds holding AON

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

TRB Wealth Management's AON Position: Q2 2026 in Review

TRB Wealth Management increased its Aon (AON) stake by 31% in Q2 2026, buying an estimated $82.6K and bringing the position to 1,080 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #183.

TRB Wealth Management first reported a position in AON in Q1 2026 and has held it in 2 quarters since. 1,255 funds tracked by Wall St. Rank hold AON as of Q2 2026.

TRB Wealth Management held 1,080 shares of Aon worth $358K as of Q2 2026.
TRB Wealth Management bought 256 Aon shares in Q2 2026, an estimated $82.6K.
Aon made up 0.05% of TRB Wealth Management's portfolio in Q2 2026, its #183 holding.
TRB Wealth Management first reported a position in Aon in Q1 2026 and has held it in 2 quarters since.
1,255 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.