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Aon shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Aon (AON) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in Aon

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All positions including Aon held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aon by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2024-09-30 $875k 2.5k 345.98
2024-06-30 $728k 2.5k 293.57

More positions owned by Heritage Family Offices

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Xpel (XPEL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Heritage Family Offices

Top funds holding Aon

Vanguard Group
BlackRock
Massachusetts Financial Services
State Street Corporation
Morgan Stanley
Mawer Investment Management
HPS Investment Partners
Geode Capital Management
Berkshire Hathaway
Eagle Capital Management
WCM Investment Management
Lazard Asset Management
Sustainable Growth Advisers
Jpmorgan Chase & Co
Bank of America Corporation

View all funds holding Aon