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 Q2	$3.31M	Hold	9,967	–	–	1.12%	33
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 $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

Union Heritage Capital's AON Position: Q2 2026 in Review

Union Heritage Capital held its Aon (AON) position steady in Q2 2026 at 9,967 shares worth $3.31M. The position accounts for 1.12% of the portfolio, ranked #33.

Union Heritage Capital first reported a position in AON in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.98M in Q1 2025. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Union Heritage Capital held 9,967 shares of Aon worth $3.31M as of Q2 2026.
Union Heritage Capital left its Aon share count unchanged in Q2 2026.
Aon made up 1.12% of Union Heritage Capital's portfolio in Q2 2026, its #33 holding.
Union Heritage Capital first reported a position in Aon in Q1 2021 and has held it in 22 quarters since.
Union Heritage Capital's Aon position peaked at $3.98M in Q1 2025.
1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Union Heritage Capital's 13F filing for Q2 2026, filed 14 Aug 2026.