AON PLC (AON) — Hedge Fund Ownership Q1 2026
AON
- AON PLC (AON) is held by 11 of 84 tracked hedge funds, with Baupost Group (5%) and Weitz Investment Management (5%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- New position in AON stock was initiated by Baupost Group (5%).
- The biggest increases in AON holdings came from Viking Global Investors (+39%) and Dodge & Cox (+3%), highlighting conviction.
- The biggest decreases in AON holdings came from Polen Capital Management (-27%) and Cantillon Capital Management (-12%), suggesting profit-taking or de-risking.
- 1 hedge fund exited AON.
- Overall, hedge funds decreased exposure to AON PLC (AON) by -22% vs the prior quarter and -62% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Baupost Group
|
4.85% | 769K | NEW | — | $248.2M | $322.78 | — |
| 2 |
Weitz Investment Management Wallace Weitz
|
4.82% | 214K | -2.23% | +0.19% | $69.0M | $322.78 | — |
| 3 |
First Pacific Advisors Steven Romick
|
3.24% | 703K | +7.12% | +3.42% | $227.0M | $322.78 | — |
| 4 |
Polen Capital Management
|
3.02% | 1.4M | -26.66% | -54.98% | $437.1M | $322.78 | — |
| 5 |
Cantillon Capital Management William von Mueffling
|
2.35% | 1.1M | -11.86% | -14.64% | $353.6M | $322.78 | — |
| 6 |
Dodge & Cox
|
1.44% | 8.1M | +3.36% | — | $2.62B | $322.78 | — |
| 7 |
Viking Global Investors Andreas Halvorsen
|
0.98% | 1.1M | +38.72% | — | $350.9M | $322.78 | — |
| 8 |
Markel Group Tom Gayner
|
0.37% | 136K | +1.31% | +4.91% | $43.8M | $322.78 | — |
| 9 |
Jensen Investment Management
|
0.16% | 26K | +141.15% | +189.57% | $8.3M | $322.78 | — |
| 10 |
Yacktman Asset Management Donald Yacktman
|
0.06% | 13K | — | +10.67% | $4.2M | $322.78 | — |
| 11 |
Matrix Asset Advisors David Katz
|
0.02% | 648 | — | — | $209,161 | $322.78 | — |
| — |
Berkshire Hathaway
|
— | — | EXITED | — | — | — | — |
| 11 | Total | — | 13.5M | -22.11% | -62.46% | $4.36B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.