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Venturi Wealth Management’s Aon AON Stock Holding History

Venturi Wealth Management’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 		$1.03M Sell
3,097
-92
-3% -$29.7K 0.04% 222
2026
Q1 		$1.03M Buy
3,189
+350
+12% +$116K 0.05% 201
2025
Q4 		$1M Buy
2,839
+74
+3% +$25.8K 0.04% 198
2025
Q3 		$986K Sell
2,765
-686
-20% -$248K 0.05% 198
2025
Q2 		$1.23M Sell
3,451
-168
-5% -$60.9K 0.06% 176
2025
Q1 		$1.44M Sell
3,619
-119
-3% -$45.6K 0.08% 153
2024
Q4 		$1.34M Sell
3,738
-447
-11% -$164K 0.07% 167
2024
Q3 		$1.45M Buy
4,185
+382
+10% +$125K 0.08% 147
2024
Q2 		$1.12M Buy
3,803
+387
+11% +$114K 0.07% 167
2024
Q1 		$1.14M Buy
3,416
+545
+19% +$169K 0.07% 165
2023
Q4 		$836K Sell
2,871
-72
-2% -$23K 0.06% 202
2023
Q3 		$954K Sell
2,943
-110
-4% -$36.4K 0.08% 164
2023
Q2 		$1.05M Sell
3,053
-849
-22% -$276K 0.08% 142
2023
Q1 		$1.23M Sell
3,902
-155
-4% -$48K 0.1% 123
2022
Q4 		$1.22M Sell
4,057
-48
-1% -$14K 0.11% 129
2022
Q3 		$1.1M Sell
4,105
-111
-3% -$31.4K 0.11% 119
2022
Q2 		$1.14M Sell
4,216
-397
-9% -$114K 0.1% 120
2022
Q1 		$1.5M Buy
4,613
+22
+0.5% +$6.4K 0.12% 103
2021
Q4 		$1.38M Sell
4,591
-171
-4% -$51.3K 0.1% 121
2021
Q3 		$1.36M Buy
+4,762
New +$1.28M 0.11% 113
2021
Q2 		– Sell
-4,515
Closed -$1.04M – 314
2021
Q1 		$1.04M Buy
4,515
+60
+1% +$13.2K 0.1% 147
2020
Q4 		$941K Buy
4,455
+524
+13% +$107K 0.1% 153
2020
Q3 		$811K Buy
3,931
+1,341
+52% +$268K 0.09% 147
2020
Q2 		$499K Buy
+2,590
New +$483K 0.07% 187

Other funds holding AON

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Venturi Wealth Management's AON Position: Q2 2026 in Review

Venturi Wealth Management reduced its Aon (AON) stake by 2.9% in Q2 2026, selling an estimated $29.7K and leaving 3,097 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #222.

Venturi Wealth Management first reported a position in AON in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.5M in Q1 2022. 256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Venturi Wealth Management held 3,097 shares of Aon worth $1.03M as of Q2 2026.
  • Venturi Wealth Management sold 92 Aon shares in Q2 2026, an estimated $29.7K.
  • Aon made up 0.04% of Venturi Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Venturi Wealth Management first reported a position in Aon in Q2 2020 and has held it in 24 quarters since.
  • Venturi Wealth Management's Aon position peaked at $1.5M in Q1 2022.
  • 256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.