Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aon plc (AON)

1K + Investors. Track Smart Money conviction in AON. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — AON

Based on 1266 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AON than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
1,266 hedge funds hold AON right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

619 buying599 selling
Last quarter: 619 funds bought or added vs 599 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~146 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 131 → 165 → 149 → 146. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 17% new
852 out of 1,266 hedge funds have held AON for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +60%, value +6%

Value
+6%
Shares
+60%
Last quarter: funds added +60% more shares while total portfolio value only changed +6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~146 new funds/quarter

113 → 131 → 165 → 149 → 146 new funds/Q
New funds entering each quarter: 131 → 165 → 149 → 146. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 19% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 19% new
Entry-cohort mix of 1,289 holders: 896 (70%) are 2+ year veterans, 150 entered 1–2 years ago, and 243 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
70 of 1260 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in AON. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AON

In 2026 Q2, 619 hedge funds were net buyers of AON (146 opened a new position, 473 added to an existing one), while 599 reduced or exited (458 trimmed, 141 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 64% of total institutional value in AON is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 1266.

Hedge Fund Ownership: AON

How many hedge funds hold AON — quarterly history vs. share price
Quarterly hedge fund ownership of AON vs. share price

Market Analysis: AON

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AON

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Aon plc (AON) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AON has moved relative to its sector benchmark (XLF) since the 2026 Q3 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End September 30, 2026 · 45d ago
AON
+22.5%
XLF
+9.6%

AON outperformed XLF by +12.9% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
AON
+0.0%
XLF
+0.0%

Since the filing became public, AON outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 9 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: AON
2026 Q3 Stats Unlock in 5 days 1K + Investors

Track Smart Money conviction in AON. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1246 1261 -1.19%
13F Shares 192M 184M 4.5%
Total Value $60.95B $57.88B 5.31%
New Positions 141 149 -8
Increased Positions 462 484 -22
Closed Positions 150 165 -15
Reduced Positions 447 408 +39
Total Calls 12 12 -
Total Puts 14 17 -17.65%
PUT/CALL Ratio 1.17 1.42 Neutral

Statistics: AON

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q3)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AON. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 AON holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brummer Multi-Strategy AB 14.31% 7,956 $2.2M
2 LFL Advisers, LLC 11.27% 151,904 $42.0M
3 Cryder Capital Partners LLP 6.21% 352,191 $97.5M
4 Veritas Asset Management LLP 5.97% 1,157,562 $320.4M
5 Independent Franchise Partners LLP 5.84% 3,402,465 $941.7M
6 GFI Investment Counsel Ltd. 5.63% 144,735 $40.1M
7 Saraza Management, LP 5.30% 56,000 $15.5M
8 Weitz Investment Management, INC. 4.22% 222,910 $61.7M
9 Bowie Capital Management, LLC 4.00% 297,440 $82.3M
10 Dudley & Shanley, INC. 3.75% 85,202 $23.6M
11 Ycg, LLC 3.56% 134,608 $37.3M
12 Borer Denton & Associates, Inc. 3.02% 33,214 $9.2M
13 Comgest Global Investors S.A.S. 2.94% 460,450 $127.4M
14 Managed Asset Portfolios, LLC 2.56% 83,553 $23.1M
15 Jlb & Associates Inc 2.56% 57,110 $18.9M
16 Gerber, LLC 2.24% 17,778 $4.9M
17 First Pacific Advisors, LP 2.23% 676,304 $187.2M
18 Diamond Hill Capital Management, LLC (Investment Advisor) 2.10% 697,516 $193.1M
19 Mawer Investment Management Ltd. 1.88% 928,493 $257.0M
20 Burkett Asset Management Ltd 1.79% 6,855 $1.9M
21 Carderock Capital Management Inc 1.33% 20,896 $5.8M
22 PineStone Asset Management Inc. 1.33% 735,173 $203.5M
23 Dodge & Cox 1.31% 8,807,179 $2.44B
24 Dash Acquisitions Inc. 1.27% 22,585 $6.5M
25 Miller Capital Partners, Inc. 1.22% 10,588 $2.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — Aon plc (AON)

What does the Smart Money Trend signal show for AON?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AON than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AON?

Slight buying edge — 51% buying: Last quarter: 619 funds bought or added vs 599 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AON holders?

Elite ownership — 64% AUM from top-100 funds: 70 of 1260 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in AON. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AON?

67% of holders stayed for 2+ years: 852 out of 1,266 hedge funds have held AON for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Aon plc (AON) following the 2026 Q3 hedge fund 13F filings?

As of today, AON has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), AON has gained +22.5% vs +9.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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