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Waverly Advisors’s Aon AON Stock Holding History

Waverly Advisors’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 		$7.12M Buy
22,073
+19,804
+873% +$6.58M 0.05% 329
2025
Q4 		$801K Buy
2,269
+624
+38% +$218K 0.01% 831
2025
Q3 		$587K Sell
1,645
-30
-2% -$10.9K 0.01% 798
2025
Q2 		$598K Buy
1,675
+53
+3% +$19.2K 0.01% 757
2025
Q1 		$647K Buy
1,622
+122
+8% +$46.8K 0.01% 710
2024
Q4 		$539K Buy
1,500
+430
+40% +$158K 0.01% 662
2024
Q3 		$370K Buy
1,070
+90
+9% +$29.4K 0.01% 635
2024
Q2 		$288K Buy
980
+79
+9% +$23.4K 0.01% 675
2024
Q1 		$301K Buy
+901
New +$279K 0.01% 570
2016
Q1 		– Sell
-3,730
Closed -$344K – 98
2015
Q4 		$344K Buy
3,730
+3,322
+814% +$309K 0.15% 77
2015
Q3 		$36K Buy
408
+278
+214% +$26.9K 0.02% 175
2015
Q2 		$13K Buy
+130
New +$13K 0.01% 250
2014
Q4 		– Sell
-69
Closed -$6K – 429
2014
Q3 		$6K Hold
69
– – ﹤0.01% 579
2014
Q2 		$6K Hold
69
– – ﹤0.01% 543
2014
Q1 		$6K Sell
69
-2,446
-97% -$204K ﹤0.01% 506
2013
Q4 		$211K Buy
2,515
+115
+5% +$9.11K 0.07% 143
2013
Q3 		$179K Buy
+2,400
New +$165K 0.09% 109

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

Waverly Advisors's AON Position: Q1 2026 in Review

Waverly Advisors increased its Aon (AON) stake by 873% in Q1 2026, buying an estimated $6.58M and bringing the position to 22,073 shares worth $7.12M. The position accounts for 0.05% of the portfolio, ranked #329.

Waverly Advisors first reported a position in AON in Q3 2013 and has held it in 17 quarters since. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Waverly Advisors held 22,073 shares of Aon worth $7.12M as of Q1 2026.
  • Waverly Advisors bought 19,804 Aon shares in Q1 2026, an estimated $6.58M.
  • Aon made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #329 holding.
  • Waverly Advisors first reported a position in Aon in Q3 2013 and has held it in 17 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.