Letters by company
Aon plc
6 letters discussing AON. Everything written about it on this site is on its ticker page.
- YCG Investments Market Commentary YCG Investments argues that investors are abandoning durable, non-AI businesses for expensive technology stocks and that portfolio value should be judged by operating results rather than quotations. It added Deutsche Börse and Ferrovial for their exchange and toll-road monopolies. It also reassessed FICO after FHFA changes strengthened VantageScore's competitive position. Q3 2026 0K36 AMZN $2.9TAON $72B
- Bell Asset Management Wholesale Class Fund Summary — Period Ending 30 September 2026 Bell Global Equities Fund re-established Keysight and maintained its preference for TSMC, citing AI-infrastructure demand, technology leadership and durable barriers to entry. It initiated Lincoln Electric and TJX, exited Aon after its proposed USI acquisition and sold Tractor Supply to redeploy capital into TJX amid a weaker consumer outlook. September 2026 453950 ADSK $55BAON $72B
- YCG Investments Conviction in an age of disruption YCG shifted capital from Intuit, Apple, Progressive and other lower-conviction holdings into larger positions where it sees temporary earnings pressure rather than threats to long-term pricing power. It argues that physical networks, market-data and payment networks, and mega-cap platforms can withstand or benefit from AI, and initiated Waste Connections after its valuation premium narrowed. quarter ended March 31, 2026 0K36 AAPL $5.2TAMZN $2.9T
- Diamond Hill — Large Cap Fund Large Cap Fund Quarterly Snapshot The new management team added nine positions centered on AI beneficiaries with dominant core businesses, while cutting consumer staples and other holdings with uninspiring fundamentals. New investments included Taiwan Semiconductor Manufacturing, JPMorgan Chase, Chevron, Alphabet, Meta Platforms, Stryker, Gartner, Transocean and Ameren; insurance exposure was reduced in favor of banks and natural-gas exposure shifted toward oil. 3Q26 CARR $44BCRM $179BMETA $1.6T
- Sustainable Growth Advisers Global Growth Commentary - Q3 2026 SGA Global Growth Portfolio added Ecolab, Apple, Quanta Services and Delta Electronics while exiting Arm Holdings, Experian, S&P Global and AIA Group to increase exposure to later-stage AI power and grid build-out. Microsoft, Salesforce and Nvidia led contributions, while Disco, HDFC Bank and Aon detracted. Q3 2026 —
- Sustainable Growth Advisers U.S. Large Cap Growth Commentary - Q2 2026 The SGA U.S. Large Cap Growth Portfolio added Equinix and Arista Networks while exiting Intuit and Aon following forced attrition. The portfolio lagged momentum-driven market leadership concentrated in AI capital-expenditure beneficiaries, but SGA expects its companies to compound revenue and earnings and sees unusually attractive relative valuation. Q2 2026 —
