AON AON PLC

Ownership history in Bison Wealth, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in AON PLC (AON). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.48% (2022 Q3)
Avg. % of fund
0.25%
First filed
2020 Q2
Last filed
2024 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 7,858 +2,390 +43.7% 0.43% $2.7M $343.28
2024 Q2 UNCHANGED 5,468 0% 0.30% $1.8M $290.68
2024 Q1 ADDED 5,468 +1,486 +37.3% 0.30% $1.8M $329.63
2023 Q4 ADDED 3,982 +695 +21.1% 0.21% $1.2M $286.86
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% of Fund (quarterly)    AON price (monthly, adj. close)
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