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.
| 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 |
|---|---|---|---|---|---|---|
| $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 | 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. | 85,202 | $23,581,358 | 3.75% | |
| 2. | 38,078 | $10,538,848 | 0.09% | |
| 3. | 21,785 | $6,029,434 | 0.43% | |
| 4. | 20,815 | $5,760,968 | 0.62% | |
| 5. | 7,992 | $2,211,946 | 0.14% |