Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Aon Plc (AON)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,354,053 3.02 Reduce 26.66% 0.74 $322.78 $437,061,344 SEC
2025   Q4 1,846,294 2.78 Reduce 25.86% 0.74 $352.88 $651,520,305 SEC
2025   Q3 2,490,167 2.88 Reduce 9.30% 0.28 $356.58 $887,943,817 SEC
2025   Q2 2,745,627 3.01 Reduce 8.71% 0.33 $356.76 $979,529,926 SEC
2025   Q1 3,007,719 3.77 Add 318.13% 2.87 $399.09 $1,200,350,430 SEC
2024   Q4 719,322 0.70 Reduce 7.95% 0.06 $359.16 $258,351,618 SEC
2024   Q3 781,489 0.70 Reduce 4.93% 0.03 $345.99 $270,387,305 SEC
2024   Q2 822,041 0.61 Reduce 0.97% <0.01 $293.58 $241,334,908 SEC
2024   Q1 830,116 0.64 Add 1.28% <0.01 $333.72 $277,026,204 SEC
2023   Q4 819,616 0.58 Add 0.53% <0.01 $291.17 $238,649,889 SEC
2023   Q3 815,290 0.70 Add 0.55% <0.01 $324.22 $264,333,486 SEC
2023   Q2 810,868 0.69 Reduce 1.65% 0.01 $345.20 $279,911,655 SEC
2023   Q1 824,504 0.69 Reduce 17.41% 0.15 $315.29 $259,957,898 SEC
2022   Q4 998,370 0.88 Reduce 6.22% 0.05 $300.14 $299,650,721 SEC
2022   Q3 1,064,589 0.80 Add 13.94% 0.10 $267.87 $285,171,000 SEC
2022   Q2 934,339 0.67 Reduce 5.11% 0.03 $269.68 $251,973,000 SEC
2022   Q1 984,696 0.63 Reduce 5.54% 0.03 $325.63 $320,647,000 SEC
2021   Q4 1,042,408 0.53 Add 1.97% 0.01 $300.56 $313,306,000 SEC
2021   Q3 1,022,244 0.54 Add 25.79% 0.11 $285.77 $292,127,000 SEC
2021   Q2 812,647 0.37 Add 54.44% 0.13 $238.76 $194,028,000 SEC
2021   Q1 526,184 0.27 Add 39.46% 0.08 $230.11 $121,080,000 SEC
2020   Q4 377,305 0.19 Add 15.12% 0.03 $211.27 $79,713,000 SEC
2020   Q3 327,757 0.18 Buy 0.18 $206.30 $67,616,000 SEC