AON
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 16.0 | P/B | 8.11 |
| EPS (TTM) | 18.14 | Dividend | 0.75% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 16.1M | 0.1% | −1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 13.6M | n/a | n/a |
| Capital World Investors | 11.5M | 0.5% | −6% |
| State Street | 9.2M | 0.1% | +0% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8.4M | 0.9% | −2% |
| Dodge & Cox | 8.1M | 1.4% | +3% |
Top institutional owners for AON as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 03 | KNIGHT LESTER B | BUY | 367 | +$121K |
| JUL 30 | Zeidel Darren | SELL | 475 | −$181K |
| JUL 21 | Zeidel Darren | SELL | 675 | −$252K |
| JUL 09 | Zeidel Darren | SELL | 600 | −$216K |
1 insider buy, 3 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
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