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Aon shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Aon (AON) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Aon

Tip: Access up to 7 years of quarterly data

All positions including Aon held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aon by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $234k 587 399.09
2024-12-31 $204k 567 359.16

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Progressive Corporation (PGR)

View all positions for Aurum Wealth Management Group

Top funds holding Aon

Vanguard Group
BlackRock
Capital World Investors
State Street Corporation
Massachusetts Financial Services
Dodge & Cox
Geode Capital Management
Berkshire Hathaway
Bank of New York Mellon
Jpmorgan Chase & Co
Norges Bank Investment Management
Farallon Capital Management
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Eagle Capital Management
Independent Franchise Partners

View all funds holding Aon