Is Aon's (AON) Growth Story Starting to Slow?
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,614,754 | $867,287,754 | +228% | 0.38% |
| 2. | AQR Capital Management Cliff Asness | 1,905,800 | $623,005,861 | +95% | 0.22% |
| 3. | Farallon Capital Thomas Steyer | 1,382,562 | $458,581,990 | -45% | 2.12% |
| 4. | Viking Global Andreas Halvorsen | 1,151,269 | $381,864,415 | +6% | 1.09% |
| 5. | Diamond Hill Capital Ric Dillon | 1,114,156 | $369,554,433 | -26% | 2.96% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $319.24 | 4,000 | $1,276,956.40 | 143,000 | 2026-02-10 | Filing | |
| $340.08 | 725 | $246,558.00 | 5,303 | 2024-08-28 | Filing | |
| $277.50 | 1,109 | $307,747.50 | 55,000 | 2024-05-03 | Filing | |
| $276.72 | 2,426 | $671,184.36 | 53,891 | 2024-05-03 | Filing | |
| $275.76 | 1,466 | $404,126.28 | 51,466 | 2024-05-03 | Filing |
| 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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,716,429 | $5,212,982,529 | 0.08% | |
| 2. | 13,603,465 | $4,512,133,306 | 0.1% | |
| 3. | 12,175,974 | $3,988,484,521 | 0.22% | |
| 4. | 11,711,650 | $3,884,630,624 | 0.46% | |
| 5. | 9,416,039 | $3,123,430,849 | 0.09% |