True North Advisors’s Aon AON Stock Holding History

True North Advisors’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	$424K	Buy	1,315 +230	+21%	+$76.4K	0.05%	182
2025 Q4	$383K	Buy	1,085 +12	+1%	+$4.19K	0.05%	183
2025 Q3	$383K	Buy	1,073 +62	+6%	+$22.4K	0.06%	153
2025 Q2	$361K	Buy	1,011 +280	+38%	+$101K	0.07%	161
2025 Q1	$292K	Hold	731	–	–	0.05%	197
2024 Q4	$263K	Buy	731 +91	+14%	+$33.5K	0.06%	158
2024 Q3	$221K	Sell	640 -73	-10%	-$23.9K	0.06%	172
2024 Q2	$209K	Hold	713	–	–	0.06%	185
2024 Q1	$238K	Sell	713 -16	-2%	-$4.96K	0.07%	171
2023 Q4	$212K	Buy	729 +2	+0.3%	+$640	0.05%	182
2023 Q3	$236K	Hold	727	–	–	0.07%	173
2023 Q2	$251K	Hold	727	–	–	0.07%	183
2023 Q1	$229K	Buy	+727	New	+$225K	0.07%	174

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