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Trivium Point Advisory’s Aon AON Stock Holding History

Trivium Point Advisory’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 		$309K Buy
933
+186
+25% +$60K 0.03% 301
2026
Q1 		$241K Sell
747
-152
-17% -$50.5K 0.04% 255
2025
Q4 		$317K Sell
899
-25
-3% -$8.73K 0.03% 286
2025
Q3 		$329K Buy
924
+63
+7% +$22.8K 0.03% 283
2025
Q2 		$307K Sell
861
-31
-3% -$11.2K 0.03% 287
2025
Q1 		$356K Sell
892
-57
-6% -$21.9K 0.04% 267
2024
Q4 		$341K Buy
+949
New +$349K 0.04% 274
2023
Q3 		– Sell
-2,174
Closed -$750K – 192
2023
Q2 		$750K Sell
2,174
-15
-0.7% -$4.87K 0.2% 129
2023
Q1 		$690K Sell
2,189
-65
-3% -$20.1K 0.19% 135
2022
Q4 		$693K Buy
2,254
+175
+8% +$51.1K 0.2% 126
2022
Q3 		$584K Sell
2,079
-45
-2% -$12.7K 0.18% 134
2022
Q2 		$583K Sell
2,124
-160
-7% -$46K 0.18% 137
2022
Q1 		$755K Sell
2,284
-7,995
-78% -$2.33M 0.17% 145
2021
Q4 		$3.09M Buy
10,279
+210
+2% +$63K 0.65% 54
2021
Q3 		$2.95M Buy
10,069
+645
+7% +$173K 0.7% 50
2021
Q2 		$2.25M Buy
9,424
+1,805
+24% +$441K 0.56% 61
2021
Q1 		$1.75M Buy
7,619
+1,207
+19% +$266K 0.47% 76
2020
Q4 		$1.32M Buy
6,412
+274
+4% +$55.9K 0.38% 102
2020
Q3 		$1.27M Buy
6,138
+1,122
+22% +$224K 0.45% 87
2020
Q2 		$967K Buy
5,016
+2,814
+128% +$524K 0.38% 90
2020
Q1 		$414K Buy
+2,202
New +$451K 0.21% 107

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Trivium Point Advisory's AON Position: Q2 2026 in Review

Trivium Point Advisory increased its Aon (AON) stake by 25% in Q2 2026, buying an estimated $60K and bringing the position to 933 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #301.

Trivium Point Advisory first reported a position in AON in Q1 2020 and has held it in 21 quarters since. The position peaked at $3.09M in Q4 2021. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Trivium Point Advisory held 933 shares of Aon worth $309K as of Q2 2026.
  • Trivium Point Advisory bought 186 Aon shares in Q2 2026, an estimated $60K.
  • Aon made up 0.03% of Trivium Point Advisory's portfolio in Q2 2026, its #301 holding.
  • Trivium Point Advisory first reported a position in Aon in Q1 2020 and has held it in 21 quarters since.
  • Trivium Point Advisory's Aon position peaked at $3.09M in Q4 2021.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.