Exencial Wealth Advisors, LLC Aon PLC Transaction History

Exencial Wealth Advisors, LLC

$2.75 Billion
Q2 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Aon PLC stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 8,874 shares of AON stock, worth $3.23 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,874

Previous 7,862 12.87%

Holding current value

$3.23 Million

Previous $3.14 Million 0.89%

% of portfolio

0.11%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$335.85 - $398.81 $339,880 - $403,595	1,012 Added 12.87%	8,874 $3.17 Million
Q1 2025 May 09, 2025	SELL	$348.44 - $409.32 $234,500 - $275,472	-673 Reduced 7.89%	7,862 $3.14 Million
Q4 2024 Feb 06, 2025	BUY	$344.14 - $393.31 $39,576 - $45,230	115 Added 1.37%	8,535 $3.07 Million
Q3 2024 Oct 31, 2024	BUY	$293.16 - $351.06 $539,121 - $645,599	1,839 Added 27.94%	8,420 $2.91 Million
Q2 2024 Aug 12, 2024	BUY	$275.82 - $329.64 $302,298 - $361,285	1,096 Added 19.98%	6,581 $1.93 Million
Q1 2024 May 10, 2024	BUY	$288.02 - $333.79 $61,636 - $71,431	214 Added 4.06%	5,485 $1.83 Million
Q4 2023 Feb 13, 2024	BUY	$288.19 - $335.32 $75,793 - $88,189	263 Added 5.25%	5,271 $1.53 Million
Q3 2023 Nov 08, 2023	BUY	$314.14 - $343.21 $103,352 - $112,916	329 Added 7.03%	5,008 $1.62 Million
Q2 2023 Aug 10, 2023	SELL	$308.29 - $345.2 $443,937 - $497,088	-1,440 Reduced 23.53%	4,679 $1.62 Million
Q1 2023 May 02, 2023	SELL	$285.85 - $325.99 $6,860 - $7,823	-24 Reduced 0.39%	6,119 $1.93 Million
Q4 2022 Feb 14, 2023	BUY	$270.81 - $310.02 $10,019 - $11,470	37 Added 0.61%	6,143 $1.84 Million
Q3 2022 Nov 08, 2022	BUY	$267.1 - $302.57 $35,791 - $40,544	134 Added 2.24%	6,106 $1.64 Million
Q2 2022 Aug 11, 2022	BUY	$248.5 - $333.61 $78,029 - $104,753	314 Added 5.55%	5,972 $1.61 Million
Q1 2022 May 12, 2022	BUY	$261.88 - $326.39 $228,097 - $284,285	871 Added 18.2%	5,658 $1.84 Million
Q4 2021 Feb 10, 2022	BUY	$285.28 - $321.08 $262,742 - $295,714	921 Added 23.82%	4,787 $1.44 Million
Q3 2021 Nov 04, 2021	BUY	$226.79 - $299.17 $127,909 - $168,731	564 Added 17.08%	3,866 $1.11 Million
Q2 2021 Aug 16, 2021	BUY	$229.52 - $258.52 $244,897 - $275,840	1,067 Added 47.74%	3,302 $788,000
Q1 2021 May 06, 2021	BUY	$202.13 - $233.7 $451,760 - $522,319	2,235 New	2,235 $514,000
Q4 2020 Feb 11, 2021	SELL	$179.96 - $214.52 $177,800 - $211,945	-988 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$190.17 - $209.73 $187,887 - $207,213	988 New	988 $204,000

Others Institutions Holding AON

# of Institutions

1,398

Shares Held

191M

Call Options Held

1.66M

Put Options Held

863K

View Full List

About Aon plc

Ticker AON
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 206,852,992
Market Cap $75.3B
Description
Aon plc, a professional services firm, provides advice and solutions to clients focused on risk, retirement, and health worldwide. It offers commercial risk solutions, including retail brokerage, cyber, and global risk consulting solutions, as well as acts as a captives management; and health solutions, such as health and benefits brokerages, an...

More about AON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.

Account

Exencial Wealth Advisors, LLC Aon PLC Transaction History