AON β€” AON PLC

Ownership history in WINTON GROUP Ltd  Β·  10 quarters on record

This page tracks every 13F SEC filing in which WINTON GROUP Ltd 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
0.86% (2022 Q1)
πŸ“Š Avg. % of fund
0.18%
πŸ“… First filed
2020 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
10

Position Intelligence

WINTON GROUP Ltd Γ— AON AI Analytics

πŸ“‰ WINTON GROUP Ltd underperformed the S&P 500 by –13.7% annually on this AON position. Timing score: 44% (4/9 decisions correct). Average cost basis: $276.08. Maximum drawdown during holding period: –17.0%.

πŸ“ˆ Position Alpha vs SPY
-13.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 13.7% ann.
9 quarters analyzed

⏱️ Timing Score
44%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
4 of 9 add/trim decisions correct

πŸ’° Entry Quality
$276.08
+29.2% vs current ($356.58)

Best entry: $198.26 (2020 Q3)  Β·  Worst: $316.79 (2022 Q1)

πŸ›‘οΈ Drawdown Resilience
–17.0%
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

5 adds Β· 5 trims. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.07% 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 Q3 REDUCED 4,990 -2,856 -36.4% 0.07% $1.8M $356.58
2023 Q1 ADDED 7,846 +5,040 +179.6% 0.15% $2.5M $309.00
2022 Q4 REDUCED 2,806 -1,500 -34.8% 0.06% $842K $293.63
2022 Q2 REDUCED 4,306 -45,918 -91.4% 0.06% $1.2M $262.82
2022 Q1 ADDED 50,224 +41,287 +462.0% 0.86% $16.4M $316.79
2021 Q4 ADDED 8,937 +2,246 +33.6% 0.16% $2.7M $291.85
2021 Q3 REDUCED 6,691 -2,901 -30.2% 0.11% $1.9M $277.04
2021 Q2 ADDED 9,592 +4,493 +88.1% 0.12% $2.3M $231.02
2020 Q4 REDUCED 5,099 -16,482 -76.4% 0.08% $1.1M $203.53
2020 Q3 INITIATED 21,581 β€” β€” 0.14% $4.5M $198.26

🏒 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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