Nathaniel Simons
Meritage Group
Nathaniel Simons Aon PLC stake
total: 301
Meritage Group AON trades
- Total transactions:
- 10
- New positions:
- 3
- Sold out:
- 2
- Added:
- 2
- Reduced:
- 3
- Held since:
- 2026 Q1
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Nathaniel Simons holds 680,169 Aon PLC (AON) shares with a market value of roughly $219.54M accounting for 8.28% of the overall portfolio. To date, the estimated cost basis is nearly $322.78 for "buy" trades. Meritage Group first purchased AON in 2020 Q3, initially acquiring 844,613 shares. Nathaniel Simons later completely sold out the position and invested in Aon PLC again in 2026 Q1. Since the initial investment in Aon PLC (AON), Meritage Group has made 9 more transactions.
When did Nathaniel Simons buy Aon PLC (AON)?
Nathaniel Simons first invested in Aon PLC (AON) in 2020 Q3 at the reported quarter-end price of $206.30 per share.
What's the cost basis of Meritage Group's AON stake?
The estimated cost basis for Aon PLC (AON) stake is around $322.78 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $322.78
Nathaniel Simons's historical trades in Aon PLC
10 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
8.28%
|
680,169
|
$322.78
|
$219,544,950
|
new
|
+8.28%
|
|
2025 Q1
|
0.00%
|
0
|
$359.16
|
|
-100% (-996,211)
|
-8.53%
|
|
2024 Q3
|
8.05%
|
996,211
|
$345.99
|
$344,679,044
|
-8.78% (-95,837)
|
-0.84%
|
|
2024 Q2
|
8.15%
|
1,092,048
|
$293.58
|
$320,603,452
|
+41.00% (+317,534)
|
+2.37%
|
|
2024 Q1
|
6.09%
|
774,514
|
$333.72
|
$258,471,000
|
new
|
+6.09%
|
|
2021 Q3
|
0.00%
|
0
|
$238.76
|
|
-100% (-841,972)
|
-3.77%
|
|
2021 Q2
|
3.77%
|
841,972
|
$238.76
|
$201,029,000
|
+0.70% (+5,866)
|
+0.03%
|
|
2021 Q1
|
3.69%
|
836,106
|
$230.11
|
$192,396,000
|
-0.03% (-278)
|
-0%
|
|
2020 Q4
|
3.46%
|
$211.27
|
-0.97% (-8,229)
|
|||
|
2020 Q3
|
3.31%
|
$206.30
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.