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.
π TOWER BRIDGE ADVISORS underperformed the S&P 500 by β3.2% annually on this AON position. Timing score: 48% (10/21 decisions correct). Average cost basis: $202.09. Maximum drawdown during holding period: β17.4%.
β οΈ Trailed SPY by 3.2% ann. on this position.
21 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 21 add/trim decisions correct
Best entry: $198.26 (2020 Q3) Β· Worst: $329.63 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 17 trims. Bought during 0 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.19% of portfolio
β 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.
As of 2025 Q4 β sorted by position size