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Zevin Asset Management’s Aon AON Stock Holding History

Zevin Asset Management’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 		$11.1M Sell
33,519
-742
-2% -$239K 1.56% 30
2026
Q1 		$11.1M Buy
34,261
+251
+0.7% +$83.4K 1.53% 32
2025
Q4 		$12M Buy
34,010
+1,531
+5% +$535K 1.61% 25
2025
Q3 		$11.6M Sell
32,479
-545
-2% -$197K 1.69% 23
2025
Q2 		$11.8M Sell
33,024
-22
-0.1% -$7.97K 1.7% 27
2025
Q1 		$13.2M Sell
33,046
-1,566
-5% -$600K 2.09% 20
2024
Q4 		$12.4M Buy
34,612
+228
+0.7% +$83.8K 1.83% 24
2024
Q3 		$11.9M Buy
34,384
+923
+3% +$302K 1.84% 20
2024
Q2 		$9.82M Sell
33,461
-347
-1% -$103K 1.59% 28
2024
Q1 		$11.3M Buy
33,808
+614
+2% +$190K 1.88% 23
2023
Q4 		$9.66M Buy
33,194
+1,348
+4% +$431K 1.73% 25
2023
Q3 		$10.3M Buy
31,846
+207
+0.7% +$68.5K 2.08% 21
2023
Q2 		$10.9M Sell
31,639
-91
-0.3% -$29.6K 2.19% 20
2023
Q1 		$10M Buy
31,730
+110
+0.3% +$34K 2.04% 23
2022
Q4 		$9.49M Buy
31,620
+929
+3% +$271K 2.06% 23
2022
Q3 		$8.22M Buy
30,691
+888
+3% +$251K 1.94% 24
2022
Q2 		$8.04M Buy
29,803
+819
+3% +$235K 1.81% 25
2022
Q1 		$9.44M Buy
28,984
+825
+3% +$240K 1.81% 23
2021
Q4 		$8.46M Buy
28,159
+372
+1% +$112K 1.52% 27
2021
Q3 		$7.94M Buy
27,787
+2,269
+9% +$610K 1.51% 25
2021
Q2 		$6.09M Buy
25,518
+1,449
+6% +$354K 1.21% 30
2021
Q1 		$5.54M Buy
+24,069
New +$5.3M 1.22% 31

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

Zevin Asset Management's AON Position: Q2 2026 in Review

Zevin Asset Management reduced its Aon (AON) stake by 2.2% in Q2 2026, selling an estimated $239K and leaving 33,519 shares worth $11.1M. The position accounts for 1.56% of the portfolio, ranked #30.

Zevin Asset Management first reported a position in AON in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.2M in Q1 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Zevin Asset Management held 33,519 shares of Aon worth $11.1M as of Q2 2026.
  • Zevin Asset Management sold 742 Aon shares in Q2 2026, an estimated $239K.
  • Aon made up 1.56% of Zevin Asset Management's portfolio in Q2 2026, its #30 holding.
  • Zevin Asset Management first reported a position in Aon in Q1 2021 and has held it in 22 quarters since.
  • Zevin Asset Management's Aon position peaked at $13.2M in Q1 2025.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Zevin Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.