AON β€” AON PLC

Ownership history in MQS Management LLC  Β·  6 quarters on record

This page tracks every 13F SEC filing in which MQS Management 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.5% (2025 Q3)
πŸ“Š Avg. % of fund
0.33%
πŸ“… First filed
2022 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
6

Position Intelligence

MQS Management LLC Γ— AON AI Analytics

πŸ“‰ MQS Management LLC underperformed the S&P 500 by –35.0% annually on this AON position. Timing score: 25% (1/4 decisions correct). Average cost basis: $352.72. Maximum drawdown during holding period: –10.3%.

πŸ“ˆ Position Alpha vs SPY
-35.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 35.0% ann.
4 quarters analyzed

⏱️ Timing Score
25%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct

πŸ’° Entry Quality
$352.72
+1.1% vs current ($356.58)

Best entry: $318.95 (2023 Q3)  Β·  Worst: $356.58 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–10.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

3 adds Β· 3 trims. Bought during 1 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.5% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AON price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,416 +1,830 +312.3% 0.50% $861K $356.58
2025 Q1 REDUCED 586 -404 -40.8% 0.13% $234K $397.42
2024 Q1 REDUCED 990 -912 -47.9% 0.19% $330K $329.63
2023 Q4 REDUCED 1,902 -329 -14.7% 0.31% $554K $286.86
2023 Q3 ADDED 2,231 +209 +10.3% 0.44% $723K $318.95
2022 Q4 INITIATED 2,022 β€” β€” 0.41% $607K β€”

🏒 Other funds also holding AON

As of 2025 Q4 β€” sorted by position size

LFL Advisers, LLC 3Y 7Y 10.73% Aryeh Capital Management Ltd. 3Y 9.64% Saraza Management, LP 3Y 8.82% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 8.24% Veritas Asset Management LLP 3Y 7Y 7.19% Broad Run Investment Management, LLC 3Y 7Y 6.98% BloombergSen Inc. 3Y 7Y 6.77% Cryder Capital Partners LLP 3Y 7Y 6.15% Onex Canada Asset Management Inc. 3Y 7Y 5.86% Obion Capital Management LP 5.49%
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