Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Aon plc (AON)
← All AON superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,354,053 3.02 Reduce 26.66% 0.74 $306.52–344.65 · VW $322.41i $437,061,344 SEC
2025   Q4 1,846,294 2.78 Reduce 25.86% 0.74 $304.59–358.55 · VW $332.87i $651,520,305 SEC
2025   Q3 2,490,167 2.88 Reduce 9.30% 0.28 $324.28–375.87 · VW $351.36i $887,943,817 SEC
2025   Q2 2,745,627 3.01 Reduce 8.71% 0.33 $345.78–381.00 · VW $364.59i $979,529,926 SEC
2025   Q1 3,007,719 3.77 Add 318.13% 2.87 $323.73–412.97 · VW $369.59i $1,200,350,430 SEC
2024   Q4 719,322 0.70 Reduce 7.95% 0.06 $346.07–409.99 · VW $388.39i $258,351,618 SEC
2024   Q3 781,489 0.70 Reduce 4.93% 0.03 $339.29–395.33 · VW $375.39i $270,387,305 SEC
2024   Q2 822,041 0.61 Reduce 0.97% <0.01 $278.60–345.56 · VW $322.63i $241,334,908 SEC
2024   Q1 830,116 0.64 Add 1.28% <0.01 $268.06–336.06 · VW $295.25i $277,026,204 SEC
2023   Q4 819,616 0.58 Add 0.53% <0.01 $284.85–337.02 · VW $312.62i $238,649,889 SEC
2023   Q3 815,290 0.70 Add 0.55% <0.01 $300.41–344.68 · VW $324.53i $264,333,486 SEC
2023   Q2 810,868 0.69 Reduce 1.65% 0.01 $308.10–347.37 · VW $329.62i $279,911,655 SEC
2023   Q1 824,504 0.69 Reduce 17.41% 0.15 $280.89–338.27 · VW $309.15i $259,957,898 SEC
2022   Q4 998,370 0.88 Reduce 6.22% 0.05 $295.00–328.33 · VW $309.13i $299,650,721 SEC
2022   Q3 1,064,589 0.80 Add 13.94% 0.10 $266.35–309.00 · VW $294.54i $285,171,000 SEC
2022   Q2 934,339 0.67 Reduce 5.11% 0.03 $246.21–303.29 · VW $276.25i $251,973,000 SEC
2022   Q1 984,696 0.63 Reduce 5.54% 0.03 $255.90–341.98 · VW $291.18i $320,647,000 SEC
2021   Q4 1,042,408 0.53 Add 1.97% 0.01 $259.59–303.92 · VW $285.22i $313,306,000 SEC
2021   Q3 1,022,244 0.54 Add 25.79% 0.11 $283.56–326.25 · VW $301.86i $292,127,000 SEC
2021   Q2 812,647 0.37 Add 54.44% 0.13 $223.19–288.42 · VW $266.16i $194,028,000 SEC
2021   Q1 526,184 0.27 Add 39.46% 0.08 $221.82–260.97 · VW $245.39i $121,080,000 SEC
2020   Q4 377,305 0.19 Add 15.12% 0.03 $200.65–235.88 · VW $221.41i $79,713,000 SEC
2020   Q3 327,757 0.18 Buy 0.18 $179.52–216.49 · VW $200.30i $67,616,000 SEC
Price snapshot:
Current price$367.35
Avg. buy price$361.61
+/- since buy1.59%
52-week low$303.79
52-week high$379.20