Hopwood Financial Services, Inc. AON — AON PLC

Ownership history in Hopwood Financial Services, Inc.  ·  7 quarters on record

AI Ownership Summary

Hopwood Financial Services, Inc. reported AON PLC (AON) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.2% in 2025 Q1. The latest visible filing shows AON at 0.14% 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 Hopwood Financial Services, Inc.'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 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 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 Hopwood Financial Services, Inc. fund profile Hopwood Financial Services, Inc. full holdings
How Hopwood Financial Services, Inc. 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 745 +85 +12.9% 0.14% $247K 2026-07-22 $350.63
2026 Q1 UNCHANGED — — — 660 — 0% 0.14% $213K 2026-05-07 $312.08
2025 Q4 UNCHANGED — — — 660 — 0% 0.16% $233K 2026-01-16 $341.30
2025 Q3 UNCHANGED — — — 660 — 0% 0.16% $235K 2025-11-06 $337.47
2025 Q2 UNCHANGED — — — 660 — 0% 0.18% $235K 2025-08-11 $365.35
2025 Q1 UNCHANGED — — — 660 — 0% 0.20% $263K 2025-05-08 $353.71
2024 Q4 INITIATED — — — 660 — — 0.18% $237K 2025-02-10 $381.13

🏢 Other funds also holding AON

As of 2026 Q3 — sorted by position size

Brummer Multi-Strategy AB 14.31% LFL Advisers, LLC 3Y 7Y 11.27% Cryder Capital Partners LLP 3Y 7Y 6.21% Veritas Asset Management LLP 3Y 7Y 5.97% GFI Investment Counsel Ltd. 3Y 7Y 5.63% WEITZ INVESTMENT MANAGEMENT, INC. 3Y 7Y 4.22% Bowie Capital Management, LLC 3Y 7Y 4.0% DUDLEY & SHANLEY, INC. 3Y 7Y 3.75% YCG, LLC 3Y 7Y 3.56% VESTOR CAPITAL, LLC 3Y 7Y 3.15%

FAQ About Hopwood Financial Services, Inc. and AON

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

How long has Hopwood Financial Services, Inc. reported owning AON?

Hopwood Financial Services, Inc. reported AON across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported AON position in Hopwood Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for AON was 0.20% in 2025 Q1.

What is the latest reported AON position on this page?

The most recent filing on this page is 2026 Q2, when Hopwood Financial Services, Inc. reported 745 shares, equal to 0.14% of portfolio, with an estimated market value of $247K.

What does the chart on this AON ownership page compare?

The chart compares Hopwood Financial Services, Inc.'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.

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