What smart money is saying about Aon PLC
5 funds in our archive have pitched Aon PLC — most recently Jensen Global Quality Growth Equity Composite in June 2026.
Aon plc operates as a professional services firm in the United States, rest of the Americas, the United Kingdom, Ireland, rest of Europe, the Middle East, Africa, and the Asia Pacific. It operates through Risk Capital and Human Capital segments. The company offers commercial risk solutions comprising retail and insurance brokerage, specialty solutions, global risk consulting, captives management, and affinity programs; health solutions, such as consulting and brokerage, consumer benefits, and talent advisory services; and wealth solutions, including retirement consulting and investments. It also provides treaty and facultative reinsurance; strategy and technology group solutions; insurance-linked securities, capital raising, strategic advice, restructuring, and merger and acquisition services; and risk management products and solutions, capital market solutions, and corporate finance advisory services. In addition, the company offers strategic design advice and actuarial services; pension risk transfer and integrated pension administration; and investment advisory services on developing and maintaining investment programs across various plan types, including defined benefit plans, defined contribution plans, master trusts, and pooled employer plans for corporations, public pensions, endowments, and foundations. Aon plc was incorporated in 1979 and is headquartered in Dublin, Ireland.
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Position history
Between Q4 2024 and Q2 2026, 3 fund letters reported a position in Aon PLC — 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 3 | 1 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 3 moves
- ExitedMD SASS Concentrated ValueJune 2026
“During the quarter, we also exited our positions in Aon (AON), CBRE Group (CBRE), Danaher (DHR), Gildan Activewear (GIL), Quanta Services (PWR), and Synopsys (SNPS).”
Aon PLC - June 2026
“We liquidated our position in Aon during the quarter. Aon continues to execute well operationally and has outperformed peers during a period of softer insurance pricing. The backdrop has become less favorable as the insurance industry entered a softer phase following several years of strong property insurance pricing driven by inflation and elevated catastrophe losses. As pricing has moderated, revenue growth across the brokerage industry has come under pressure, creating a headwind for firms whose revenues are tied to insurance premiums. Although Aon has navigated this environment better than competitors and we continue to view the underlying business as high-quality and resilient, we exited the position and reallocated the funds to a more attractive long-term growth opportunity in Arista Networks.”
Aon PLC - TrimmedPolen Capital Global GrowthJune 2026
“Portfolio Activity In Q2 2026, we initiated new positions in GE Aerospace, GE Vernova, Howmet Aerospace, Hermès International, Keyence, and Rheinmetall while selling our holdings in Boston Scientific, Siemens Healthineers, and Zoetis. During the period we also added to our positions in ASML and Idexx Labs and trimmed our positions in Starbucks, Oracle, Shopify, Aon and Broadcom.”
Aon PLC
Also mentioned · 1
These funds discuss Aon PLC — as a competitor, benchmark or comparable — without disclosing a position in it.
- March 2026
“Ryan Specialty Holdings (RYAN) is in the third category of perceived indirect AI risks. Ryan was founded by Pat Ryan, who also founded AON and turned it into the second largest insurance broker in the world.”
Aon PLC
Fund coverage · 5 theses
Aon PLC is held as a high-conviction quality compounder with dominant leadership, pricing power, recurring revenue, and disciplined capital allocation.
Read the full thesis- Diamond Hill Select FundMarch 2026
Aon is a leading insurance broker with high barriers to entry, switching costs, and an attractive growth profile.
Read the full thesis - Ironvine Capital PartnersDecember 2025
Aon is a capital-light, market-leading insurance broker with recurring fees, structural tailwinds, and rising free cash flow supported by restructuring and buybacks.
Read the full thesis - Polen Focus GrowthMarch 2025
Aon is a leading global insurance brokerage house with strong competitive advantages, stable revenue streams from non-discretionary business insurance, and expected mid-to-high single-digit revenue growth.
Read the full thesis - Diamond Hill Large Cap Concentrated FundDecember 2024
Aon is a leading global insurance broker with steady growth
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