Investigate / reported ownership
AON
Aon Plc
11 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning AON?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.5% | 4q | $2.85B | 8,593,144 |
| 2 | Viking Global Investors | 1.1% | 14q | $382M | 1,151,269 |
| 3 | Seth Klarman | 4.2% | 2q | $228M | 687,000 |
| 4 | First Pacific Advisors | 2.8% | 25q | $226M | 681,367 |
| 5 | Wallace Weitz | 4.9% | 25q | $71M | 213,860 |
Go beyond ownership.
Aon provides professional services using analytics and Risk Capital and Human Capital expertise to help clients make risk and people decisions. Its Commercial Risk Solutions business provides insurance brokerage and risk consulting services.
Question to investigate: Can Aon keep growing its core risk and people advisory work while portfolio divestitures and operating costs shift the mix of the business?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Dodge & Cox Funds · 2026Q2 · filed 2026-08-13 ↗
- Viking Global Investors · 2026Q2 · filed 2026-08-14 ↗
- Seth Klarman · 2026Q2 · filed 2026-08-13 ↗
- First Pacific Advisors · 2026Q2 · filed 2026-08-14 ↗
- Wallace Weitz · 2026Q2 · filed 2026-08-12 ↗
- Polen Capital Management · 2026Q2 · filed 2026-08-04 ↗
- Thomas Gayner · 2026Q2 · filed 2026-07-31 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Jensen Investment Management · 2026Q2 · filed 2026-08-07 ↗
- Yacktman Asset Management · 2026Q2 · filed 2026-08-11 ↗
- David Katz · 2026Q2 · filed 2026-07-15 ↗
A material reported change · Q2 2026
Polen Capital Management reduced reported AON shares by 87.9%.
Holdings as of Jun 30, 2026 · filed Aug 4, 2026. Position at period end: 0.5% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| William Von Mueffling | EXIT | 2.4% | -100% | $0 | Jul 29, 2026 |
Explore earlier changes and contrasting evidence
Selected historical records. Retrospective outcomes do not establish predictive skill.
Q2 2026
filed Aug 4, 2026
35d lag
-25.4% vs SPY
42 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 29, 2026
29d lag
-30.4% vs SPY
46 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
+1.7% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
+1.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
+1.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
+7.1% vs SPY
63 sessions after disclosure
direction supported so far
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Long US 13F disclosures omit shorts and can be amended. CUSIP G0403H108. No current price, valuation or manager motive is inferred.