AON
Aon Plc
12 super-investors hold AON worth a combined $4.39B. The largest position: Seth Klarman at 4.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 40 — ranked #119 of 724 scored stocks.
Why super-investors own AON
Seth Klarman's new $248M position — his largest single move into AON across the cohort's history — is the defining event of 2026Q1, lifting cohort ownership from a stable three-year floor of three funds to twelve virtually overnight (the jump reflects reporting-lag consolidation). Klarman's 4.9% portfolio weighting matches Wallace Weitz (4.8%) as the highest-conviction expression in the group, while Dodge & Cox anchors the cohort's $4.4B combined value with $2.6B at a more modest 1.4% weighting. No existing holder added or trimmed this quarter. The long-term ownership count had flatlined at three funds for eight consecutive quarters before this consolidation, suggesting renewed — rather than sustained — interest from the broader super-investor universe.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (12) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.4% | 3q | $2.62B | 8,116,095 |
| 2 | Polen Capital Management | 3.0% | 23q | $437M | 1,354,053 |
| 3 | William Von Mueffling | 2.4% | 24q | $354M | 1,095,574 |
| 4 | Viking Global Investors | 1.0% | 13q | $351M | 1,087,114 |
| 5 | Seth Klarman | 4.9% | — 1q | $248M | 769,000 |
| 6 | First Pacific Advisors | 3.2% | 24q | $227M | 703,258 |
| 7 | Wallace Weitz | 4.8% | 24q | $69M | 213,860 |
| 8 | Thomas Gayner | 0.4% | 22q | $44M | 135,800 |
| 9 | Joel Greenblatt | <0.1% | 23q | $26M | 80,300 |
| 10 | Jensen Investment Management | 0.2% | 14q | $8M | 25,569 |
| 11 | Yacktman Asset Management | 0.1% | 9q | $4M | 12,915 |
| 12 | David Katz | <0.1% | 7q | $209K | 648 |
- 1Dodge & Cox Fundsport1.4%val$2.62B8,116,095 sh·3q held
- 2Polen Capital Managementport3.0%val$437M1,354,053 sh·23q held
- 3William Von Muefflingport2.4%val$354M1,095,574 sh·24q held
- 4Viking Global Investorsport1.0%val$351M1,087,114 sh·13q held
- 5Seth Klarmanport4.9%val$248M769,000 sh·—1q held
- 6First Pacific Advisorsport3.2%val$227M703,258 sh·24q held
- 7Wallace Weitzport4.8%val$69M213,860 sh·24q held
- 8Thomas Gaynerport0.4%val$44M135,800 sh·22q held
- 9Joel Greenblattport<0.1%val$26M80,300 sh·23q held
- 10Jensen Investment Managementport0.2%val$8M25,569 sh·14q held
- 11Yacktman Asset Managementport0.1%val$4M12,915 sh·9q held
- 12David Katzport<0.1%val$209K648 sh·7q held
Owners of AON also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Seth Klarman | NEW | 4.9% | +100% | $248M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP G0403H108. Not investment advice.