VIA
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Virtus Investment Advisers’s Aon AON Stock Holding History

Virtus Investment Advisers’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 		– Sell
-5,780
Closed -$2.04M – 456
2025
Q4 		$2.04M Buy
5,780
+818
+16% +$286K 0.55% 37
2025
Q3 		$1.77M Buy
+4,962
New +$1.8M 0.51% 94
2025
Q2 		– Sell
-3,826
Closed -$1.53M – 444
2025
Q1 		$1.53M Buy
+3,826
New +$1.47M 0.42% 31
2018
Q1 		– Sell
-24,562
Closed -$3.29M – 39
2017
Q4 		$3.29M Sell
24,562
-1,967
-7% -$280K 0.36% 80
2017
Q3 		$3.88M Sell
26,529
-2,911
-10% -$406K 0.41% 75
2017
Q2 		$3.91M Sell
29,440
-7,663
-21% -$969K 0.38% 85
2017
Q1 		$4.4M Sell
37,103
-7,358
-17% -$849K 0.39% 83
2016
Q4 		$4.96M Sell
44,461
-12,147
-21% -$1.35M 0.38% 88
2016
Q3 		$6.37M Buy
+56,608
New +$6.24M 0.41% 72

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM