Svb Wealth LLC Aon PLC Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

A detailed history of Svb Wealth LLC transactions in Aon PLC stock. As of the latest transaction made, Svb Wealth LLC holds 1,509 shares of AON stock, worth $545,231. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,509

Previous 1,578 4.37%

Holding current value

$545,231

Previous $566,000 6.36%

% of portfolio

0.03%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$348.44 - $409.32 $24,042 - $28,243	-69 Reduced 4.37%	1,509 $602,000
Q4 2024 Feb 05, 2025	BUY	$344.14 - $393.31 $543,052 - $620,643	1,578 New	1,578 $566,000
Q2 2024 Aug 06, 2024	SELL	$275.82 - $329.64 $267,821 - $320,080	-971 Reduced 38.76%	1,534 $450,000
Q1 2024 May 15, 2024	SELL	$288.02 - $333.79 $15,553 - $18,024	-54 Reduced 2.11%	2,505 $835,000
Q4 2023 Jan 30, 2024	BUY	$288.19 - $335.32 $90,491 - $105,290	314 Added 13.99%	2,559 $744,000
Q3 2023 Oct 23, 2023	SELL	$314.14 - $343.21 $33,927 - $37,066	-108 Reduced 4.59%	2,245 $727,000
Q2 2023 Jul 24, 2023	SELL	$308.29 - $345.2 $147,362 - $165,005	-478 Reduced 16.88%	2,353 $812,000
Q1 2023 May 12, 2023	BUY	$285.85 - $325.99 $104,621 - $119,312	366 Added 14.85%	2,831 $892,000
Q4 2022 Feb 10, 2023	SELL	$270.81 - $310.02 $112,386 - $128,658	-415 Reduced 14.41%	2,465 $739,000
Q3 2022 Nov 09, 2022	BUY	$267.1 - $302.57 $420,415 - $476,245	1,574 Added 120.52%	2,880 $772,000
Q2 2022 Aug 16, 2022	BUY	$248.5 - $333.61 $5,964 - $8,006	24 Added 1.87%	1,306 $353,000
Q1 2022 May 13, 2022	BUY	$261.88 - $326.39 $31,425 - $39,166	120 Added 10.33%	1,282 $418,000
Q4 2021 Feb 15, 2022	SELL	$285.28 - $321.08 $13,122 - $14,769	-46 Reduced 3.81%	1,162 $350,000
Q3 2021 Nov 09, 2021	BUY	$226.79 - $299.17 $64,181 - $84,665	283 Added 30.59%	1,208 $346,000
Q2 2021 Aug 13, 2021	BUY	$229.52 - $258.52 $3,442 - $3,877	15 Added 1.65%	925 $221,000
Q1 2021 May 11, 2021	BUY	$202.13 - $233.7 $183,938 - $212,667	910 New	910 $209,000

Others Institutions Holding AON

# of Institutions

1,421

Shares Held

191M

Call Options Held

1.71M

Put Options Held

981K

View Full List

About Aon plc

Ticker AON
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 206,852,992
Market Cap $74.7B
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 Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.

Account