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Websterrogers Financial Advisors’s Aon AON Stock Holding History

Websterrogers Financial 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
Q2 		$878K Hold
2,647
– – 0.22% 46
2026
Q1 		$854K Hold
2,647
– – 0.24% 44
2025
Q4 		$934K Hold
2,647
– – 0.27% 43
2025
Q3 		$944K Sell
2,647
-66
-2% -$23.9K 0.28% 42
2025
Q2 		$968K Hold
2,713
– – 0.31% 42
2025
Q1 		$1.08M Hold
2,713
– – 0.37% 40
2024
Q4 		$974K Sell
2,713
-90
-3% -$33.1K 0.34% 41
2024
Q3 		$970K Sell
2,803
-215
-7% -$70.3K 0.34% 41
2024
Q2 		$886K Hold
3,018
– – 0.32% 42
2024
Q1 		$1.01M Hold
3,018
– – 0.36% 42
2023
Q4 		$878K Hold
3,018
– – 0.37% 36
2023
Q3 		$978K Buy
+3,018
New +$999K 0.43% 34

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Websterrogers Financial Advisors's AON Position: Q2 2026 in Review

Websterrogers Financial Advisors held its Aon (AON) position steady in Q2 2026 at 2,647 shares worth $878K. The position accounts for 0.22% of the portfolio, ranked #46.

Websterrogers Financial Advisors first reported a position in AON in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q1 2025. 183 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Websterrogers Financial Advisors held 2,647 shares of Aon worth $878K as of Q2 2026.
  • Websterrogers Financial Advisors left its Aon share count unchanged in Q2 2026.
  • Aon made up 0.22% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • Websterrogers Financial Advisors first reported a position in Aon in Q3 2023 and has held it in 12 quarters since.
  • Websterrogers Financial Advisors's Aon position peaked at $1.08M in Q1 2025.
  • 183 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.