Union Heritage Capital’s Aon AON Stock Holding History

Union Heritage Capital’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	$3.22M	Hold	9,967	–	–	1.2%	30
2025 Q4	$3.52M	Hold	9,967	–	–	1.19%	31
2025 Q3	$3.55M	Hold	9,967	–	–	1.15%	33
2025 Q2	$3.56M	Hold	9,967	–	–	1.24%	28
2025 Q1	$3.98M	Hold	9,967	–	–	1.48%	27
2024 Q4	$3.58M	Hold	9,967	–	–	1.32%	28
2024 Q3	$3.45M	Hold	9,967	–	–	1.27%	28
2024 Q2	$2.93M	Hold	9,967	–	–	1.15%	31
2024 Q1	$3.33M	Buy	9,967 +1,467	+17%	+$455K	1.32%	27
2023 Q4	$2.47M	Hold	8,500	–	–	1.28%	30
2023 Q3	$2.76M	Hold	8,500	–	–	1.56%	27
2023 Q2	$2.93M	Hold	8,500	–	–	1.59%	25
2023 Q1	$2.68M	Hold	8,500	–	–	1.63%	28
2022 Q4	$2.55M	Hold	8,500	–	–	1.56%	29
2022 Q3	$2.28M	Hold	8,500	–	–	1.51%	29
2022 Q2	$2.29M	Hold	8,500	–	–	1.48%	27
2022 Q1	$2.77M	Hold	8,500	–	–	1.54%	27
2021 Q4	$2.56M	Hold	8,500	–	–	1.2%	33
2021 Q3	$2.43M	Hold	8,500	–	–	1.14%	31
2021 Q2	$2.03M	Buy	8,500 +2,500	+42%	+$611K	0.95%	36
2021 Q1	$1.38M	Buy	+6,000	New	+$1.32M	0.69%	42

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