Dodge & Cox added AON · Aon plc
$2.4B · now 1.3% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 14
44 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$338 now
OUR VALUE
$338 today
low $234mid $312high $390
2 models, as of 2026-11-13.
Fairly priced now: inside our value range. The easy part has happened.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。