Stocklore

Aon plc (AON)

Insurance · US stock

What changed in recent filings

  • Revenue +2% YoYQuarter ended Jun 30, 2026
  • Institutions — 3 added · 3 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Aon plc recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 29, 2026
    Revenue +2.2% YoY · EPS $2.58
    Released before the open: Jul 28 close → Jul 29 close, the stock moved -1.1% · over the same window, market -1.5% · sector -0.6%
  • 26Q1Released May 1, 2026
    Revenue +6.4% YoY · EPS $5.63
    Released before the open: Apr 30 close → May 1 close, the stock moved +0.0% · over the same window, market +0.3% · sector -0.2%
  • 25Q4Released Jan 30, 2026
    Revenue +3.7% YoY · EPS $7.81
    Released before the open: Jan 29 close → Jan 30 close, the stock moved +2.0% · over the same window, market -0.3% · sector +0.5%
  • 25Q3Released Oct 31, 2025
    Revenue +7.4% YoY · EPS $2.11
    Released before the open: Oct 30 close → Oct 31 close, the stock moved +3.8% · over the same window, market +0.3% · sector +0.1%

The next earnings release is estimated around Oct 30, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Aon plc

How many of the institutions we track reported holding this stock, quarter by quarter.

max 11
2020 Q2 · 52020 Q3 · 52020 Q4 · 92021 Q1 · 112021 Q2 · 102021 Q3 · 62021 Q4 · 102022 Q1 · 72022 Q2 · 92022 Q3 · 82022 Q4 · 82023 Q1 · 62023 Q2 · 52023 Q3 · 62023 Q4 · 82024 Q1 · 72024 Q2 · 82024 Q3 · 72024 Q4 · 82025 Q1 · 62025 Q2 · 52025 Q3 · 102025 Q4 · 102026 Q1 · 82026 Q2 · 7
20 Q223 Q226 Q2

2020 Q2: 5 → 2026 Q2: 7 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Aon plc

Institutions we track that reported holding this stock in their most recent 13F.

  • Capital World Investors0.46% of portfolio · held as of 2020 Q3 or earlier
  • National Pension Service (Korea)0.10% of portfolio · since 2024 Q1
  • Bridgewater Associates0.02% of portfolio · since 2025 Q3
  • Viking Global Investors1.09% of portfolio · since 2025 Q3
  • Dodge & Cox1.49% of portfolio · since 2025 Q3
  • Tudor Investment Corp0.02% of portfolio · since 2026 Q1
  • Baupost Group4.21% of portfolio · since 2026 Q1

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Aon plc Class A is a global professional services company focused on insurance and reinsurance brokerage, risk management, and human capital solutions. The company helps organizations manage commercial risk, structure coverage, and access advisory services across areas such as claims, analytics, retirement, health and benefits, talent, and workplace wellbeing. Its business is organized around serving corporate, institutional, and public-sector clients that need support in navigating risk, workforce planning, and related consulting needs. Aon plc Class A operates across a broad international footprint, providing services in more than 120 countries through a network built around brokerage and advisory expertise. The company’s role in the financial market is tied to its position as an intermediary and consultant in the insurance ecosystem, connecting clients with risk-transfer solutions and specialized insights.

What is the Insurance sector?

Life, property, and reinsurance. Benefits from rising rates and premium increases.

Aon plc is classified under the Insurance sector. See peers below.

Aon plc key financials

Based on SEC filings · as of Jun 30, 2026

40.1%
1.35x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Aon plc vs Insurance sector benchmark

Median of 12 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
4.9%vs benchmark 7.3%↓ below
Operating margin
21.5%vs benchmark 17.7%↑ above
Net margin
22.3%vs benchmark 14.6%↑ above
ROE
40.1%vs benchmark 13.2%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

AON revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $4.2B, +2.2% YoY.

The largest segment is Risk Capital, 70.7% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Risk Capital segment (about 100% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding Aon plc

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLFState Street(R) Financial Select Sector SPDR(R) ETF
0.93%
JEPIJPMorgan Equity Premium Income ETF
0.86%
VTVVANGUARD VALUE INDEX FUND
0.25%
RSPInvesco S&P 500 Equal Weight ETF
0.21%
SPY
0.11%
VOOVANGUARD 500 INDEX FUND
0.11%
IVViShares Core S&P 500 ETF
0.11%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.10%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.09%

AON on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Insurance average
See full AON analysis →

Peers · Insurance

AON FAQ

What is Aon plc (AON)?

Aon plc Class A is a global professional services company focused on insurance and reinsurance brokerage, risk management, and human capital solutions. The company helps organizations manage commercial risk, structure coverage, and access advisory services across areas such as claims, analytics, retirement, health and benefits, talent, and workplace wellbeing. Its business is organized around serving corporate, institutional, and public-sector clients that need support in navigating risk, workforce planning, and related consulting needs. Aon plc Class A operates across a broad international footprint, providing services in more than 120 countries through a network built around brokerage and advisory expertise. The company’s role in the financial market is tied to its position as an intermediary and consultant in the insurance ecosystem, connecting clients with risk-transfer solutions and specialized insights.

What sector is Aon plc in?

Aon plc is classified under Insurance. Life, property, and reinsurance. Benefits from rising rates and premium increases.

What are Aon plc's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 4.9%, Operating margin 21.5%, Net margin 22.3%, ROE 40.1%, Debt-to-equity 1.35x. Definitions and interpretation are available on Stocklore.

What are Aon plc's main revenue segments?

The largest segment is Risk Capital, about 70.7% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Aon plc (AON) stock?

On Stocklore you can see AON's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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