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Aon shares owned by Caldwell Trust

Quarter-by-quarter ownership of Aon (AON) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Aon

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All positions including Aon held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aon by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 5.7k 356.58
2021-12-31 $2.1M 6.8k 300.56
2021-09-30 $2.0M 6.8k 285.77
2021-06-30 $1.8M 7.5k 238.76
2021-03-31 $1.8M 7.7k 230.11
2020-12-31 $1.6M 7.5k 211.27
2020-09-30 $1.4M 6.8k 206.30
2020-06-30 $19k 100 192.60