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Wipfli Financial Advisors’s Aon AON Stock Holding History

Wipfli 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
2022
Q3 		$955K Buy
+3,565
New +$1.01M 0.07% 128

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wipfli Financial Advisors's AON Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Aon (AON) in Q3 2022: 3,565 shares worth $955K. The stake represents 0.07% of the portfolio and ranks #128 among its holdings.

944 funds tracked by Wall St. Rank hold AON as of Q3 2022.

  • Wipfli Financial Advisors held 3,565 shares of Aon worth $955K as of Q3 2022.
  • Aon was a new Wipfli Financial Advisors position in Q3 2022.
  • Aon made up 0.07% of Wipfli Financial Advisors's portfolio in Q3 2022, its #128 holding.
  • 944 funds tracked by Wall St. Rank held Aon as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.