Factor Wealth Management LTD AON — AON PLC

Ownership history in Factor Wealth Management LTD  ·  7 quarters on record

AI Ownership Summary

Factor Wealth Management LTD reported AON PLC (AON) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.54% in 2025 Q1. The latest visible filing shows AON at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Factor Wealth Management LTD's position in AON PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AON was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AON stock page Factor Wealth Management LTD fund profile Factor Wealth Management LTD full holdings
How Factor Wealth Management LTD held AON — position size vs. price
% of Fund (quarterly)    AON price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,304 -20 -0.9% 0.12% $764K 2026-07-08 $357.51
2026 Q1 REDUCED 44.4% +1.8% ❌ 2,324 -1,855 -44.4% 0.14% $750K 2026-04-20 $331.08
2025 Q4 REDUCED — — — 4,179 -66 -1.6% 0.32% $1.5M 2026-02-09 $309.52
2025 Q3 UNCHANGED — — — 4,245 — 0% 0.38% $1.5M 2025-10-17 $345.69
2025 Q2 REDUCED — — — 4,245 -181 -4.1% 0.41% $1.5M 2025-07-30 $353.66
2025 Q1 REDUCED — — — 4,426 -57 -1.3% 0.54% $1.8M 2025-04-28 $341.13
2024 Q4 INITIATED — — — 4,483 — — 0.53% $1.6M 2025-02-11 $381.58

🏢 Other funds also holding AON

As of 2026 Q2 — sorted by position size

CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 1.71% ABNER HERRMAN & BROCK LLC 3Y 7Y 1.61% EMINENCE CAPITAL, LP 3Y 7Y 1.32% Arlington Partners LLC 3Y 7Y 0.53% KWMG, LLC 3Y 7Y 0.51% Hummer Financial Advisory Services Inc 3Y 0.37% ANDERSON HOAGLAND & CO 3Y 7Y 0.28% Meriwether Wealth & Planning, LLC 0.25% LifeGoal Investments, LLC 0.14% Czech National Bank 3Y 0.11%

FAQ About Factor Wealth Management LTD and AON

These are the practical questions this page is built to answer before you even open the full history table.

How long has Factor Wealth Management LTD reported owning AON?

Factor Wealth Management LTD reported AON across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported AON position in Factor Wealth Management LTD's portfolio?

The largest reported portfolio weight for AON was 0.54% in 2025 Q1.

What is the latest reported AON position on this page?

The most recent filing on this page is 2026 Q2, when Factor Wealth Management LTD reported 2,304 shares, equal to 0.12% of portfolio, with an estimated market value of $764K.

What does the chart on this AON ownership page compare?

The chart compares Factor Wealth Management LTD's quarterly AON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Factor Wealth Management LTD time their AON position?

Based on 13F filing dates vs. subsequent AON price moves, Factor Wealth Management LTD correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on AON relative to SPY over the holding period was -19.2%.

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