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Aon shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of Aon (AON) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors investment in Aon

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All positions including Aon held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aon by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $654k 1.8k 356.58
2025-06-30 $777k 2.2k 356.76
2025-03-31 $797k 2.0k 399.09
2024-12-31 $615k 1.7k 359.16
2024-09-30 $590k 1.7k 345.99
2024-06-30 $457k 1.6k 293.58
2024-03-31 $372k 1.2k 310.19
2023-12-31 $279k 960 291.02

More positions owned by Evernest Financial Advisors

World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Covington Trust Fundamental Smal (FFSM)
Capital Group International SHS (CGIE)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Fidelity Covington Trust Enhanced Intl (FENI)
Capitol Ser Tr Fairlead Tactica (TACK)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Portfolio S&p600 (SPSM)
Capital Group Conservative E SHS (CGCV)

View all positions for Evernest Financial Advisors

Top funds holding Aon

Vanguard Group
BlackRock
Capital World Investors
Morgan Stanley
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
HPS Investment Partners
Berkshire Hathaway
Bank of New York Mellon
Dodge & Cox
Jpmorgan Chase & Co
Mawer Investment Management
Polen Capital Management
Neuberger Berman Group

View all funds holding Aon