# Aon (AON): value investors who own it | moatshark

8 value investors held Aon in their Q3 2026 13F, led by Weitz Investment Management, Baupost Group, First Pacific Advisors (FPA), Dodge & Cox, Polen…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Weitz Investment Management | 4.9% | $70.9m | Unchanged | 25 |
| Baupost Group | 4.2% | $228m | Trimmed -11% | 2 |
| First Pacific Advisors (FPA) | 2.8% | $226m | Trimmed -3.1% | 25 |
| Dodge & Cox | 1.5% | $2.9bn | Added +5.9% | 4 |
| Polen Capital Management | 0.5% | $54.4m | Trimmed -88% | 24 |
| Markel Group | 0.3% | $45.0m | Unchanged | 23 |
| Jensen Investment Management | 0.2% | $8.6m | Added +0.9% | 15 |
| Yacktman Asset Management | 0.1% | $4.3m | Unchanged | 10 |
| Cantillon Capital Management | 0.0% | $0k | Sold out | 24 |
| Matrix Asset Advisors | 0.0% | $0k | Sold out | 7 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-02 | KNIGHT LESTER B | Director | Bought | 7212 | $2.4m |
| 2026-09-02 | KNIGHT LESTER B | Director | Bought | 5097 | $1.7m |
| 2026-09-02 | KNIGHT LESTER B | Director | Bought | 4145 | $1.4m |
| 2026-09-02 | KNIGHT LESTER B | Director | Bought | 1739 | $566k |
| 2026-09-02 | KNIGHT LESTER B | Director | Bought | 1440 | $475k |
| 2026-09-02 | KNIGHT LESTER B | Director | Bought | 367 | $121k |
| 2026-07-28 | Zeidel Darren | General Counsel | Sold | 725 | $274k |
| 2026-07-28 | Zeidel Darren | General Counsel | Sold | 700 | $263k |
| 2026-07-28 | Zeidel Darren | General Counsel | Sold | 475 | $181k |
| 2026-07-17 | Zeidel Darren | General Counsel | Sold | 675 | $252k |
| 2026-07-17 | Zeidel Darren | General Counsel | Sold | 650 | $242k |
| 2026-07-17 | Zeidel Darren | General Counsel | Sold | 625 | $231k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Weitz Partners Value Fund | Weitz Investment Management | 4.5% | $22.4m | 2026-06-30 |
| Weitz Large Cap Equity Fund | Weitz Investment Management | 4.5% | $28.2m | 2026-06-30 |
| Weitz Partners III Opportunity Fund | Weitz Investment Management | 4.5% | $14.9m | 2026-06-30 |
| Polen International Growth Fund | Polen Capital Management | 3.8% | $902k | 2026-07-31 |
| Polen Global Growth Fund | Polen Capital Management | 2.4% | $2.7m | 2026-07-31 |
| FPA Crescent Fund | First Pacific Advisors (FPA) | 1.3% | $158m | 2026-06-30 |
| Dodge & Cox International Stock Fund | Dodge & Cox | 1.3% | $847m | 2026-06-30 |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 0.9% | $116m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/aon). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.