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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
Q2 		$203K Buy
+613
New +$198K ﹤0.01% 382
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Welch & Forbes's AON Position: Q2 2026 in Review

Welch & Forbes opened a new position in Aon (AON) in Q2 2026: 613 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #382 among its holdings. This is a return to the name: Welch & Forbes previously reported a position in AON as recently as Q4 2025.

Welch & Forbes first reported a position in AON in Q2 2021 and has held it in 18 quarters since. The position peaked at $325K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Welch & Forbes held 613 shares of Aon worth $203K as of Q2 2026.
  • Aon was a new Welch & Forbes position in Q2 2026.
  • Aon made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #382 holding.
  • Welch & Forbes first reported a position in Aon in Q2 2021 and has held it in 18 quarters since.
  • Welch & Forbes's Aon position peaked at $325K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.