Principia Wealth Advisory »

Aon shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Aon (AON) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in Aon

Tip: Access up to 7 years of quarterly data

All positions including Aon held by Principia Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Aon by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5k 10 352.90
2025-09-30 $3.9k 11 356.55
2025-06-30 $7.5k 21 356.76
2025-03-31 $2.6k 7 373.43
2024-12-31 $1.8k 5 359.20

More positions owned by Principia Wealth Advisory

Invesco Nasdaq 100 Etf Etf (QQQM)
Invesco Qqq Trust Series I Etf (QQQ)
Eyepoint Stock (EYPT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Ishares Gold Trust Etf (IAU)
Schwab High Yield Bond Etf Etf (SCYB)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Schwab 1000 Index Etf (SCHK)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)

View all positions for Principia Wealth Advisory

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