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NYSE · Finance

AON PLC AON

Aon plc operates as a professional services firm in the United States, rest of the Americas, the United Kingdom, Ireland, rest of Europe, the Middle East, Africa, and the Asia Pacific. It operates through Risk Capital and Human Capital segments. The company offers commercial risk solutions comprising retail and insurance brokerage, specialty solutions, global risk consulting, captives management, and affinity programs; health solutions, such as consulting and brokerage, consumer benefits, and talent advisory services; and wealth solutions, including retirement consulting and investments.

Sources StockAnalysis company profile stockanalysis.com
Specialty Insurers

Company profile

Business mix

  • It operates through Risk Capital and Human Capital segments.
  • It also provides treaty and facultative reinsurance; strategy and technology group solutions; insurance-linked securities, capital raising, strategic advice, restructuring, and merger and acquisition services.
  • In addition, the company offers strategic design advice and actuarial services; pension risk transfer and integrated pension administration.
  • Aon plc was incorporated in 1979 and is headquartered in Dublin, Ireland.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in insurance brokers?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 7 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 18.04 FCF 4.98% Buyback 0.22%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Polen Capital Management 3.0% $437.1M 2026-03-31
Viking Global Investors Andreas Halvorsen 1.0% $350.9M 2026-03-31
Eagle Capital Management 0.5% $149.6M 2026-03-31
Weitz Investment Management Wallace Weitz 4.8% $69.0M 2026-03-31
Eminence Capital Ricky Sandler 1.3% $57.8M 2026-03-31
Markel Group Tom Gayner 0.4% $43.8M 2026-03-31
Baupost Group Seth Klarman 4.9% $248,218 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 6 Last 4 13F filing periods
Net reducers 3 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $428.6M Estimated from net added shares
Reduction amount $2.7B Estimated from net reduced shares
Net share change / base shares -57.6% -5,817,807 / 10,108,808
Berkshire Hathaway Warren Buffett 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -12.1% 13F value change -$190.6M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$1.3B
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,100,000 Last 4 periods -4,100,000 (-100.0%) Total shares 0 Value $0
Viking Global Investors Andreas Halvorsen 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$504.4M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -44.6% 13F value change -$227.9M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 38.7% 13F value change +$74.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +1,087,114 (New) Total shares 1,087,114 Value $350.9M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 138.0% 13F value change +$17.1M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -1.3% 13F value change -$690,612
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 9.0% 13F value change -$98,418
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 34,700 Last 4 periods +54,105 (+155.9%) Total shares 88,805 Value $28.7M
Eagle Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -12.9% 13F value change -$232.1M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.0% 13F value change -$449,853
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -0.6% 13F value change -$13.7M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -79.6% 13F value change -$651.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,623,489 Last 4 periods -2,160,139 (-82.3%) Total shares 463,350 Value $149.6M
Eminence Capital Ricky Sandler 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$57.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +179,019 (New) Total shares 179,019 Value $57.8M
Baupost Group Seth Klarman 1 filing periods
13F 2026-03-31 Filed 2026-05-14
New Shares - 13F value change +$248,218
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 4 periods +769,000 (New) Total shares 769,000 Value $248,218
Polen Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -8.7% 13F value change -$220.8M
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -9.3% 13F value change -$91.6M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -25.9% 13F value change -$236.4M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -26.7% 13F value change -$214.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 3,007,719 Last 4 periods -1,653,666 (-55.0%) Total shares 1,354,053 Value $437.1M
Weitz Investment Management Wallace Weitz 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-10
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-12
Minor increase Shares 2.5% 13F value change +$1.1M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -2.2% 13F value change -$8.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 213,450 Last 4 periods +410 (+0.2%) Total shares 213,860 Value $69.0M
Markel Group Tom Gayner 4 filing periods
13F 2025-06-30 Filed 2025-08-01
Minor increase Shares 0.3% 13F value change -$5.4M
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-06
Minor increase Shares 3.3% 13F value change +$1.0M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 1.3% 13F value change -$3.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 129,450 Last 4 periods +6,350 (+4.9%) Total shares 135,800 Value $43.8M

Recent mentions

No public mentions.