UMB Bank’s Aon AON Stock Holding History

UMB Bank’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	$468K	Sell	1,450 -119	-8%	-$39.5K	0.01%	487
2025 Q4	$554K	Sell	1,569 -33	-2%	-$11.5K	0.01%	454
2025 Q3	$571K	Buy	1,602 +13	+0.8%	+$4.7K	0.01%	414
2025 Q2	$567K	Sell	1,589 -242	-13%	-$87.7K	0.01%	400
2025 Q1	$731K	Buy	1,831 +11	+0.6%	+$4.22K	0.01%	362
2024 Q4	$654K	Buy	1,820 +191	+12%	+$70.2K	0.01%	377
2024 Q3	$564K	Buy	1,629 +197	+14%	+$64.5K	0.01%	393
2024 Q2	$420K	Buy	1,432 +71	+5%	+$21K	0.01%	417
2024 Q1	$454K	Sell	1,361 -649	-32%	-$201K	0.01%	424
2023 Q4	$585K	Buy	2,010 +40	+2%	+$12.8K	0.01%	402
2023 Q3	$639K	Sell	1,970 -282	-13%	-$93.3K	0.01%	381
2023 Q2	$777K	Sell	2,252 -94	-4%	-$30.5K	0.01%	368
2023 Q1	$740K	Sell	2,346 -209	-8%	-$64.7K	0.01%	368
2022 Q4	$767K	Sell	2,555 -2,707	-51%	-$791K	0.01%	370
2022 Q3	$1.41M	Sell	5,262 -899	-15%	-$254K	0.02%	298
2022 Q2	$1.66M	Sell	6,161 -225	-4%	-$64.7K	0.03%	305
2022 Q1	$2.08M	Buy	6,386 +8	+0.1%	+$2.33K	0.03%	291
2021 Q4	$1.92M	Buy	+6,378	New	+$1.91M	0.02%	309

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