Meritage Group LP — AON PLC AON: Quarterly 13F Position History
Meritage Group LP has reported AON PLC (AON) on 23 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2020. As of Q1 2026, the position is sized at 680,169 shares ($219.5M market value, 8.28% of the equity book). Quarter-over-quarter share count change: + 680,169 (0.0%) .
- 680,169Shares Held (Latest Filing)
- $219.5MReported Market Value (Latest Filing)
- 8.28%Portfolio Weight (% of 13F Equity Book)
- +680,169Quarter-over-Quarter Share Change
- +$219.5MQuarter-over-Quarter Value Change
- 1,092,048Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 23 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 680,169 | +680,169 | — | $219.5M | 8.28% | $322.78 |
| Q4 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2025 | 0 | 996,211 | -100.0% | $0 | 0.00% | — |
| Q4 2024 | 996,211 | 0 | — | $357.8M | 8.53% | $359.16 |
| Q3 2024 | 996,211 | 95,837 | -8.8% | $344.7M | 8.05% | $345.99 |
| Q2 2024 | 1,092,048 | +317,534 | +41.0% | $320.6M | 8.15% | $293.58 |
| Q1 2024 | 774,514 | +774,514 | — | $258.5M | 6.09% | $333.72 |
| Q4 2023 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2023 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2023 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2023 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2021 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2021 | 0 | 841,972 | -100.0% | $0 | 0.00% | — |
| Q2 2021 | 841,972 | +5,866 | +0.7% | $201.0M | 3.77% | $238.76 |
| Q1 2021 | 836,106 | 278 | -0.0% | $192.4M | 3.69% | $230.11 |
| Q4 2020 | 836,384 | 8,229 | -1.0% | $176.7M | 3.46% | $211.27 |
| Q3 2020 | 844,613 | — | — | $174.2M | 3.31% | $206.30 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Meritage Group LP first disclose a AON position in 13F-HR filings?
Meritage Group LP first reported AON PLC (AON) on its 13F-HR filing for the period ending 2020-09-30 (Q3 2020). The position has appeared on 23 reported quarters within Pactolio's tracked window.
What was Meritage Group LP's most recent quarter-over-quarter share-count change in AON?
Between Q4 2025 and Q1 2026, Meritage Group LP added 680,169 shares of AON (0.0%), bringing the total reported position to 680,169 shares at a market value of $219.5M.
Does the implied price-per-share represent Meritage Group LP's cost basis in AON?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.