Aon Plc-Class A
AONHeld by 13 superinvestors.
SEC 10-K · fundamentals
Business quality
as of 2025-12-31Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.
- Revenue growth
- +9.4%
- Net margin
- 21.5%
- ROE
- 39.5%
- FCF margin
- 18.7%
Valuation · value band
Valuation
Years of buybacks have pushed shareholders' equity negative, so reproduction value and the moat can't be assessed from the asset side. No valuation verdict is shown here.
SEC 13F · holders
Superinvestors Holding This Security
13 holders · $4.11B combined · this quarter +0 opened / -1 exited
- Value$2.85BWeight (prev→now)1.4% → 1.5% ▲
- Value$381.9MWeight (prev→now)1.0% → 1.1% ▲
- Value$227.9MWeight (prev→now)4.9% → 4.2% ▼
- Value$227.0MWeight (prev→now)8.3% → 8.7% ▲
- Value$226.0MWeight (prev→now)3.2% → 2.8% ▼
- Value$70.9MWeight (prev→now)4.8% → 4.9% ▲
- Value$54.4MWeight (prev→now)3.0% → 0.5% ▼
- Value$45.0MWeight (prev→now)0.4% → 0.3% ▼
- Value$14.9MWeight (prev→now)0.5% → 0.0% ▼
- Value$5.2MWeight (prev→now)0.0% → 0.0% ▼
Show all 13 holders ▸Collapse ▾
- Value$4.3MWeight (prev→now)0.1% → 0.1% ▼
- Value$630,211Weight (prev→now)0.2% → 0.2% ▼
- Value$214,935Weight (prev→now)0.0% → 0.0% ▼
SEC 13F · notes
Written summary
Written summary
Aon Plc-Class A (AON) is held by 13 of the superinvestors tracked on Compounder, with a combined $4.11B in reported 13F value. The largest position belongs to Dodge & Cox, where it makes up 1.5% of the portfolio.
Other notable holders by value include Andreas Halvorsen (1.1% of its book), Seth Klarman (4.2% of its book) and Nathaniel Simons (8.7% of its book).
Over the latest quarter, 0 of the tracked filers opened a new position in AON, 3 added to existing ones, 5 trimmed, and 1 sold out entirely.
Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.
SEC 13F · co-ownership
Also held by these investors
Investors holding Aon Plc-Class A (AON) also commonly hold →
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- Microsoft CorpMSFT11 holders
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- Visa Inc-Class A SharesV11 holders
- Alphabet Inc-Cl AGOOGL8 holders
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Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14
Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.
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