9 hedge funds and family offices disclose a AON position in their latest SEC 13F filing — combined $1.55B in market value. Of those, 3 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 1,846,294 | $651.5M | 2.78% | 2025-12-31 |
| 2 | Viking Global | Viking Global Investors LP | 1,151,269 | $381.9M | 1.09% | 2026-06-30 |
| 3 | Steven Romick | First Pacific Advisors LP | 656,531 | $231.7M | 3.05% | 2025-12-31 |
| 4 | Seth Klarman | BAUPOST GROUP LLC/MA | 687,000 | $227.9M | 4.21% | 2026-06-30 |
| 5 | Tom Gayner | Markel Group Inc. | 135,800 | $45.0M | 0.34% | 2026-06-30 |
| 6 | Ray Dalio | Bridgewater Associates LP | 15,663 | $5.2M | 0.02% | 2026-06-30 |
| 7 | Donald Yacktman | Yacktman Asset Management LP | 12,915 | $4.3M | 0.05% | 2026-06-30 |
| 8 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 648 | $229K | 0.02% | 2025-12-31 |
| 9 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 83 | $29K | 0.00% | 2025-12-31 |
As of the latest 13F window, 9 tracked superinvestors hold AON. The largest disclosed position is Polen Capital at $651.5M (2.8% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying AON, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
9 hedge funds and family offices disclose a AON position in their latest SEC 13F filing — combined $1.55B in market value. Of those, 3 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 1,846,294 | $651.5M | 2.78% | 2025-12-31 |
| 2 | Viking Global | Viking Global Investors LP | 1,151,269 | $381.9M | 1.09% | 2026-06-30 |
| 3 | Steven Romick | First Pacific Advisors LP | 656,531 | $231.7M | 3.05% | 2025-12-31 |
| 4 | Seth Klarman | BAUPOST GROUP LLC/MA | 687,000 | $227.9M | 4.21% | 2026-06-30 |
| 5 | Tom Gayner | Markel Group Inc. | 135,800 | $45.0M | 0.34% | 2026-06-30 |
| 6 | Ray Dalio | Bridgewater Associates LP | 15,663 | $5.2M | 0.02% | 2026-06-30 |
| 7 | Donald Yacktman | Yacktman Asset Management LP | 12,915 | $4.3M | 0.05% | 2026-06-30 |
| 8 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 648 | $229K | 0.02% | 2025-12-31 |
| 9 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 83 | $29K | 0.00% | 2025-12-31 |
As of the latest 13F window, 9 tracked superinvestors hold AON. The largest disclosed position is Polen Capital at $651.5M (2.8% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying AON, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
