Markel Group Inc. Grows Holdings in Aon plc $AON

Markel Group Inc. lifted its position in shares of Aon plc (NYSE:AON) by 1.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 135,800 shares of the financial services provider’s stock after acquiring an additional 1,750 shares during the quarter. Markel Group Inc.’s holdings in AON were worth $43,834,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of AON. Simplicity Wealth LLC raised its holdings in AON by 17.4% in the 1st quarter. Simplicity Wealth LLC now owns 1,039 shares of the financial services provider’s stock worth $335,000 after purchasing an additional 154 shares during the period. Sequoia Financial Advisors LLC grew its holdings in AON by 38.3% in the first quarter. Sequoia Financial Advisors LLC now owns 15,907 shares of the financial services provider’s stock valued at $5,134,000 after purchasing an additional 4,405 shares during the period. Relyea Zuckerberg Hanson LLC increased its position in shares of AON by 4.6% in the first quarter. Relyea Zuckerberg Hanson LLC now owns 1,488 shares of the financial services provider’s stock valued at $480,000 after buying an additional 66 shares in the last quarter. Equitable Trust Co. raised its stake in shares of AON by 1.1% during the 1st quarter. Equitable Trust Co. now owns 5,861 shares of the financial services provider’s stock worth $1,892,000 after buying an additional 66 shares during the period. Finally, Hsbc Holdings PLC lifted its position in shares of AON by 91.8% during the 1st quarter. Hsbc Holdings PLC now owns 354,158 shares of the financial services provider’s stock valued at $114,405,000 after buying an additional 169,479 shares in the last quarter. Hedge funds and other institutional investors own 86.14% of the company’s stock.

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Mizuho raised its price target on Aon to $426 from $389 and reiterated an outperform rating, reinforcing expectations for further upside. Mizuho raises Aon price target
• Positive Sentiment: Wells Fargo maintained an overweight rating on Aon while setting a $406 target, signaling analysts still see attractive valuation and growth potential. Wells Fargo lowers Aon target
• Positive Sentiment: Aon declared a quarterly cash dividend of $0.820 per share, a shareholder-friendly move that can support investor confidence in the company’s cash generation. Aon announces quarterly cash dividend
• Positive Sentiment: Aon set its second-quarter 2026 earnings release for July 29, giving investors a near-term catalyst that could drive the stock if results and guidance are strong. Aon announces Q2 2026 earnings date
• Neutral Sentiment: UBS kept a hold rating on Aon, which suggests a more cautious view but does not materially change the overall analyst tone. UBS sticks to hold rating for Aon
• Negative Sentiment: Aon General Counsel Darren Zeidel sold 600 shares, a small insider sale that may be viewed as a mild negative signal, though it does not appear large enough to change the long-term story. SEC insider filing for Darren Zeidel sale

Wall Street Analyst Weigh In

Several brokerages recently commented on AON. Cantor Fitzgerald boosted their price target on shares of AON from $416.00 to $445.00 and gave the stock an “overweight” rating in a report on Thursday. Mizuho lifted their target price on shares of AON from $389.00 to $426.00 and gave the company an “outperform” rating in a research report on Thursday. Keefe, Bruyette & Woods cut their target price on shares of AON from $404.00 to $400.00 and set an “outperform” rating for the company in a research note on Wednesday. Piper Sandler lowered their price objective on AON from $360.00 to $355.00 and set an “overweight” rating on the stock in a report on Monday, June 15th. Finally, Wells Fargo & Company cut their price objective on AON from $409.00 to $406.00 and set an “overweight” rating for the company in a research note on Thursday. Thirteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, AON currently has a consensus rating of “Moderate Buy” and a consensus price target of $402.19.

AON Price Performance

AON traded up $1.33 on Friday, hitting $356.89. 998,593 shares of the company’s stock were exchanged, compared to its average volume of 1,609,336. Aon plc has a fifty-two week low of $304.59 and a fifty-two week high of $381.00. The stock has a market cap of $76.22 billion, a price-to-earnings ratio of 19.59, a P/E/G ratio of 1.88 and a beta of 0.71. The firm has a 50-day moving average price of $327.08 and a 200-day moving average price of $330.95. The company has a current ratio of 1.95, a quick ratio of 1.95 and a debt-to-equity ratio of 1.36.

AON (NYSE:AON) last issued its earnings results on Saturday, May 2nd. The financial services provider reported $6.48 EPS for the quarter, beating analysts’ consensus estimates of $6.37 by $0.11. The business had revenue of $5.03 billion during the quarter, compared to analysts’ expectations of $4.97 billion. AON had a net margin of 22.54% and a return on equity of 43.50%. The company’s quarterly revenue was up 6.4% compared to the same quarter last year. During the same period in the prior year, the business earned $5.67 earnings per share. As a group, equities analysts anticipate that Aon plc will post 19.09 earnings per share for the current year.

Insider Buying and Selling

In other AON news, General Counsel Darren Zeidel sold 600 shares of the firm’s stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $360.00, for a total value of $216,000.00. Following the transaction, the general counsel directly owned 15,354 shares of the company’s stock, valued at $5,527,440. This trade represents a 3.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 1.00% of the company’s stock.

AON Profile

Aon plc is a global professional services firm that provides a broad suite of risk, retirement and health solutions to corporations, institutions and individuals. The company operates primarily as an insurance broker and risk adviser, helping clients identify, quantify and transfer risk across property, casualty, cyber and other areas. Aon also offers reinsurance brokerage and capital market solutions that connect insurers, reinsurers and corporate buyers.

In addition to traditional brokerage activities, Aon delivers consulting and outsourcing services in areas such as human capital, benefits, and retirement plan design and administration.