AON β€” AON PLC SHS CL A

Ownership history in TOWER BRIDGE ADVISORS  Β·  22 quarters on record

This page tracks every 13F SEC filing in which TOWER BRIDGE ADVISORS reported a position in AON PLC SHS CL A (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
1.91% (2025 Q1)
πŸ“Š Avg. % of fund
1.32%
πŸ“… First filed
2020 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
22

Position Intelligence

TOWER BRIDGE ADVISORS Γ— AON AI Analytics

πŸ“‰ TOWER BRIDGE ADVISORS underperformed the S&P 500 by –3.2% annually on this AON position. Timing score: 48% (10/21 decisions correct). Average cost basis: $202.09. Maximum drawdown during holding period: –17.4%.

πŸ“ˆ Position Alpha vs SPY
-3.2%
annualised excess return

⚠️ Trailed SPY by 3.2% ann. on this position.
21 quarters analyzed

⏱️ Timing Score
48%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
10 of 21 add/trim decisions correct

πŸ’° Entry Quality
$202.09
+74.6% vs current ($352.88)

Best entry: $198.26 (2020 Q3)  Β·  Worst: $329.63 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–17.4%
max drawdown while held

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

πŸ’ͺ Fund Conviction
23%
buy-side decisions

5 adds Β· 17 trims. Bought during 0 of 7 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.19% 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 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 33,362 -1,920 -5.4% 1.19% $11.8M $352.88
2025 Q3 REDUCED 35,282 -5,328 -13.1% 1.26% $12.6M $356.58
2025 Q2 REDUCED 40,610 -2,312 -5.4% 1.56% $14.5M $356.01
2025 Q1 REDUCED 42,922 -1,092 -2.5% 1.91% $17.1M $397.42
2024 Q4 REDUCED 44,014 -621 -1.4% 1.68% $15.8M $357.00
2024 Q3 REDUCED 44,635 -862 -1.9% 1.60% $15.4M $343.28
2024 Q2 REDUCED 45,497 -2,732 -5.7% 1.48% $13.4M $290.68
2024 Q1 ADDED 48,229 +122 +0.3% 1.64% $16.1M $329.63
2023 Q4 REDUCED 48,107 -814 -1.7% 1.20% $14.0M $286.86
2023 Q3 REDUCED 48,921 -373 -0.8% 1.47% $15.9M $318.95
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
← Back to TOWER BRIDGE ADVISORS Holdings