Bell Global Equities Fund Exits Aon (AON) After USI Acquisition Raises Financial and Execution Risks
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Aon Plc (AON)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 697,516 | $193,051,516 | -38% | 2.1% |
| 2. | Cryder Capital Ferdinand Groos | 352,191 | $97,475,903 | 6.21% | |
| 3. | Wallace R. Weitz & Co. Wallace Weitz | 222,910 | $61,694,801 | +5% | 4.22% |
| 4. | LFL Advisers Peter Lewis | 151,904 | $42,042,470 | +12% | 11.27% |
| 5. | Markel Gayner Asset Management Tom Gayner | 135,800 | $37,585,367 | 0.29% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $330.51 | 367 | $121,297.17 | 163,000 | 2026-09-02 | Filing | |
| $329.69 | 1,440 | $474,753.60 | 162,633 | 2026-09-02 | Filing | |
| $328.34 | 4,145 | $1,360,969.30 | 161,193 | 2026-09-02 | Filing | |
| $327.52 | 7,212 | $2,362,074.24 | 157,048 | 2026-09-02 | Filing | |
| $326.53 | 5,097 | $1,664,323.41 | 149,836 | 2026-09-02 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $380.00 | 475 | $180,500.00 | 11,504 | 2026-07-28 | Filing | |
| $378.00 | 725 | $274,050.00 | 11,979 | 2026-07-28 | Filing | |
| $376.00 | 700 | $263,200.00 | 12,704 | 2026-07-28 | Filing | |
| $374.00 | 675 | $252,450.00 | 13,404 | 2026-07-17 | Filing | |
| $372.00 | 650 | $241,800.00 | 14,079 | 2026-07-17 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,260,004 | $1,449,671,715 | 0.08% | |
| 2. | 2,968,127 | $821,488,497 | 0.14% | |
| 3. | 2,291,643 | $634,044,477 | 0.57% | |
| 4. | 1,810,578 | $499,538,470 | 0.85% | |
| 5. | 1,250,978 | $346,218,161 | 0.06% |
News See All
Aon plc (AON) Underperforms Amid Scrutiny Over USI Deal Price Tag
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.
Marsh McLennan (MRSH) vs Aon (AON): Which Insurance Broker is a Better Buy?
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Exiting Aon plc (AON) Following Middle Market M&A
Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for “U.S. Equity Large Cap Select Growth Strategy.” The letter can be downloaded here.
Aon’s $17 Billion USI Deal: What Hedge Fund Sentiment Says About AON and KKR
Aon Plc (NYSE:AON) confirmed on August 31 that it will buy USI Insurance Services from KKR & Co. Inc. (NYSE:KKR) for $17.0 billion in an all-cash deal funded by new debt.
Here’s Why SGA U.S. LCG Liquidated Its Position in Aon plc (AON)
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “U.S. Large Cap Growth Strategy.” The letter can be downloaded here.
Aon (AON) is Paying $17B for USI. Can $395M of Synergies Justify Another Debt-Funded Megadeal?
Aon plc (NYSE:AON) agreed to acquire USI Insurance Services for $17 billion in cash, subject to downward adjustments for specified leakage since June 30, 2026. The transaction extends its U.S.
AON Stock Falls Despite $17B USI Deal Buzz
Shares in Aon Plc ($AON), the world’s second-largest insurance broker, edged lower to $355 per share during Monday’s pre-market session. This follo...
Aon (AON) Bets $17 Billion on USI in Major Insurance Brokerage Deal
Aon plc (NYSE:AON) has agreed to acquire USI Insurance Services from KKR and other shareholders for $17 billion in cash, making it one of the largest insurance-brokerage acquisitions in recent years.
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