Heritage Family Offices, LLP AON — AON PLC

Ownership history in Heritage Family Offices, LLP  ·  9 quarters on record

AI Ownership Summary

Heritage Family Offices, LLP reported AON PLC (AON) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.53% in 2024 Q4. The latest visible filing shows AON at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heritage Family Offices, LLP's position in AON PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AON was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AON stock page Heritage Family Offices, LLP fund profile Heritage Family Offices, LLP full holdings
How Heritage Family Offices, LLP held AON — position size vs. price
% of Fund (quarterly)    AON price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 45.1% -17.8% ✅ 640 -525 -45.1% 0.08% $212K 2026-07-29 $376.30
2026 Q1 REDUCED 43.0% +1.8% ❌ 1,165 -880 -43.0% 0.17% $376K 2026-04-08 $328.14
2025 Q4 REDUCED 11.4% -8.5% ✅ 2,045 -263 -11.4% 0.33% $722K 2026-01-12 $348.77
2025 Q3 ADDED — — — 2,308 +35 +1.5% 0.38% $823K 2025-10-07 $365.13
2025 Q2 UNCHANGED — — — 2,273 — 0% 0.45% $897K 2025-07-09 $354.43
2025 Q1 REDUCED 23.0% -10.4% ✅ 2,273 -678 -23.0% 0.46% $907K 2025-04-10 $365.67
2024 Q4 ADDED — — — 2,951 +423 +16.7% 0.53% $1.1M 2025-01-14 $358.71
2024 Q3 ADDED — — — 2,528 +47 +1.9% 0.45% $875K 2024-10-16 $353.84
2024 Q2 INITIATED — — — 2,481 — — 0.40% $728K 2024-08-01 $323.66

🏢 Other funds also holding AON

As of 2026 Q2 — sorted by position size

LFL Advisers, LLC 3Y 7Y 12.12% Meritage Group LP 3Y 7Y 8.75% Veritas Asset Management LLP 3Y 7Y 8.4% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 7.87% Cryder Capital Partners LLP 3Y 7Y 7.36% GFI Investment Counsel Ltd. 3Y 7Y 7.2% NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 7.1% Saraza Management, LP 3Y 6.7% BloombergSen Inc. 3Y 7Y 6.07% COMGEST GLOBAL INVESTORS S.A.S. 3Y 7Y 5.99%

FAQ About Heritage Family Offices, LLP and AON

These are the practical questions this page is built to answer before you even open the full history table.

How long has Heritage Family Offices, LLP reported owning AON?

Heritage Family Offices, LLP reported AON across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported AON position in Heritage Family Offices, LLP's portfolio?

The largest reported portfolio weight for AON was 0.53% in 2024 Q4.

What is the latest reported AON position on this page?

The most recent filing on this page is 2026 Q2, when Heritage Family Offices, LLP reported 640 shares, equal to 0.08% of portfolio, with an estimated market value of $212K.

What does the chart on this AON ownership page compare?

The chart compares Heritage Family Offices, LLP's quarterly AON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Heritage Family Offices, LLP time their AON position?

Based on 13F filing dates vs. subsequent AON price moves, Heritage Family Offices, LLP correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on AON relative to SPY over the holding period was +148.0%.

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