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
2023 Q3 ADDED 3,287 +4 +0.1% 0.21% $1.1M $318.95
2023 Q2 ADDED 3,283 +165 +5.3% 0.21% $1.1M $338.94
2023 Q1 REDUCED 3,118 -14 -0.4% 0.32% $1.0M $309.00
2022 Q4 REDUCED 3,132 -1,394 -30.8% 0.32% $995K $293.63
2022 Q3 ADDED 4,526 +3,782 +508.3% 0.48% $1.2M $261.56
2021 Q3 REDUCED 744 -1,266 -63.0% 0.10% $213K $277.04
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% of Fund (quarterly)    AON price (monthly, adj. close)
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