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AON

AON PLC

2 managers · $99M total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$99M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
PolenⓘTrim-87.89%$54M0.47%Quality growth / GARP concentrated
MarkelHold$45M0.34%Insurance float / Long-term value
What managers sayⓘ
2024-02-07Colossus (Invest Like the Best / Business Breakdowns)NeutralArthur J. Gallagher: Insurance Broking - [Business Breakdowns, EP.148]Detail →
Earnings Callsⓘ
Q2 2026August 7, 2026
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Results in line with expectations; the Aon United strategy and business resilience underpin steady growth.
Q2 organic revenue growth of 5%, adjusted EPS $3.81 (+9%), free cash flow $483M, margin 28.9% (+70 bps).
Claims Copilot expanded to North America, Asia Pacific, and EMEA; data center insurance capacity increased to $5 billion; middle-market M&A investment exceeded $350 million; new business contributed 10 percentage points.
Management reaffirmed full-year guidance: organic growth ≥5%, margin expansion of 70-80 bps, and double-digit FCF growth.
Positives: new business contributed 9-11 points for 9 consecutive quarters; Risks: reinsurance property rates down 15-20%, with the M&A business temporarily weighing on growth.
Q1 2026May 1, 2026
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Q4 2026January 30, 2026
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FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 9% · latest net margin 21.5% · FCF consistently positive

Revenue$17.2B
Rev. YoY+9.4%
Gross margin—
Net margin21.5%
Net income$3.69B
Free cash flow$3.22B
Operating cash flow$3.48B
ROE39.5%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.