Ownership history in M.D. Sass, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which M.D. Sass, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 108,531 | +1,233 | +1.1% | 3.02% | $38.3M | $352.88 |
| 2025 Q3 | REDUCED | 107,298 | -3,707 | -3.3% | 3.12% | $38.3M | $356.58 |
| 2025 Q2 | REDUCED | 111,005 | -29,429 | -21.0% | 3.19% | $39.6M | $356.01 |
| 2025 Q1 | REDUCED | 140,434 | -30,907 | -18.0% | 4.93% | $56.0M | $397.42 |
| 2024 Q4 | INITIATED | 171,341 | — | — | 4.63% | $61.5M | $357.00 |
As of 2025 Q4 — sorted by position size