Welch & Forbes’s Aon AON Stock Holding History

Welch & Forbes’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	-613	Closed	-$216K	–	371
2025 Q4	$216K	Hold	613	–	–	﹤0.01%	365
2025 Q3	$219K	Sell	613 -200	-25%	-$72.3K	﹤0.01%	366
2025 Q2	$290K	Sell	813 -2	-0.2%	-$725	﹤0.01%	328
2025 Q1	$325K	Hold	815	–	–	﹤0.01%	308
2024 Q4	$293K	Buy	815 +2	+0.2%	+$735	﹤0.01%	328
2024 Q3	$281K	Hold	813	–	–	﹤0.01%	339
2024 Q2	$238K	Sell	813 -8	-1%	-$2.37K	﹤0.01%	353
2024 Q1	$274K	Sell	821 -32	-4%	-$9.92K	﹤0.01%	345
2023 Q4	$248K	Hold	853	–	–	﹤0.01%	344
2023 Q3	$277K	Buy	853 +40	+5%	+$13.2K	﹤0.01%	335
2023 Q2	$281K	Sell	813 -179	-18%	-$58.1K	﹤0.01%	338
2023 Q1	$313K	Hold	992	–	–	0.01%	326
2022 Q4	$298K	Buy	+992	New	+$290K	0.01%	329
2022 Q2	–	Sell	-700	Closed	-$228K	–	382
2022 Q1	$228K	Sell	700 -100	-13%	-$29.1K	﹤0.01%	359
2021 Q4	$240K	Sell	800 -50	-6%	-$15K	﹤0.01%	362
2021 Q3	$243K	Sell	850 -150	-15%	-$40.3K	﹤0.01%	363
2021 Q2	$239K	Buy	+1,000	New	+$244K	﹤0.01%	372

Other funds holding AON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM