AON
Aon PLC
Aon PLC historical holders
total: 18
Meritage Group Aon PLC transactions over time
- 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
Nathaniel Simons has been an institutional investor in Aon PLC (AON) since 2020 Q3. According to 2026 Q1 report, Nathaniel Simons holds 680,169 shares with a market value of roughly $219.54M representing 8.28% of their equity portfolio. The fund/company first acquired AON in 2020 Q3, initially purchasing 844,613 shares. Nathaniel Simons later completely sold out the position and reinvested in AON again in 2026 Q1. Since the initial investment, Meritage Group has made 9 more transactions in this position.
Does Nathaniel Simons still hold AON?
Yes, Nathaniel Simons continues to hold Aon PLC (AON). According to their 2026 Q1 report, they maintain a position of 680,169 shares valued at approximately $219.54M, representing 8.28% of their equity portfolio.
When did Nathaniel Simons first invest in AON?
Nathaniel Simons first invested in Aon PLC (AON) in 2020 Q3 at the reported quarter-end price of $206.30 per share, acquiring 844,613 shares in their initial purchase.
What is Nathaniel Simons's average cost basis for AON?
Based on historical transaction data, Nathaniel Simons's estimated cost basis for Aon PLC (AON) is approximately $322.78 per share. This represents their average reported price* across all buy transactions.
Has Nathaniel Simons reinvested in AON after selling?
Yes, Nathaniel Simons has shown renewed interest in Aon PLC (AON). After completely selling their position, they reinitiated an investment in 2026 Q1, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $322.78
AON transactions history by Meritage Group
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.