LQAI0.620%
as of Sep 3
AON
GrowthAON PLC
Aon plc operates as a professional services firm in the United States, rest of the Americas, the United Kingdom, Ireland, rest of Europe, the Middle East, Africa, and the Asia Pacific. It operates through Risk Capital and Human Capital segments. The company offers commercial risk solutions comprising retail and insurance brokerage, specialty solutions, global risk consulting, captives management, and affinity programs; health solutions, such as consulting and brokerage, consumer benefits, and talent advisory services; and wealth solutions, including retirement consulting and investments.
Close · 3M
+0.45%
Held by 2 AI ETFs
PQUS0.080%
as of Sep 1
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals6
Win rate0% (0/6)
Avg buy return-7.71%
LQAI · Weight increase · 2d
weight 0.550% → 0.640% (+0.090 pp)·stock down 7.2% in the 30 days before
Sep 2·entry $330.88·now $323.09Fresh
-2.35%
since Sep 2
LQAI · Weight decrease · 3d
weight 0.620% → 0.590% (-0.030 pp)·stock down 7.3% in the 30 days before
Aug 27·entry $349.56·now $323.09
-7.57%
since Aug 27
LQAI · Weight decrease · 2d
weight 0.620% → 0.600% (-0.020 pp)·stock down 7.2% in the 30 days before
Aug 26·entry $353.98·now $323.09
-8.73%
since Aug 26
LQAI · Weight increase · 2d
weight 0.580% → 0.600% (+0.020 pp)·stock down 0.1% in the 30 days before
Aug 20·entry $351.93·now $323.09Fresh
-8.19%
since Aug 20
LQAI · Weight decrease · 2d
weight 0.600% → 0.580% (-0.020 pp)·stock down 5.4% in the 30 days before
Aug 17·entry $347.22·now $323.09
-6.95%
since Aug 17
LQAI · New entry · 1d
weight 0 → 0.620% (new)·stock up 0.9% in the 30 days before
Aug 6·entry $360.75·now $323.09Fresh
-10.44%
since Aug 6
PQUS · New entry · 1d
weight 0 → 0.090% (new)·stock up 0.8% in the 30 days before
Aug 7·entry $358.30·now $323.09Fresh
-9.83%
since Aug 7
AIEQ · Exit · 1d
weight 0.050% → 0 (exited)·stock down 8.8% in the 30 days before
Sep 1·entry $326.30·now $323.09
-0.98%
since Sep 1
AIEQ · Weight decrease · 2d
weight 0.220% → 0.050% (-0.170 pp)·stock up 4.9% in the 30 days before
Aug 2·entry $357.63·now $323.09
-9.66%
since Aug 2
-9.48%
since Jul 3
-5.96%
since Jul 1
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jul 5
The AI ETF AIEQ has recently increased its weight and made Aon a new entry, indicating an accumulating trend. This action contrasts with a Buffett-style framework's 'Fail' verdict, primarily due to the lack of a sufficient margin of safety at the current price, despite the company's strong business quality.
- Circle of CompetenceAon's insurance brokerage model, focused on recurring fees and advisory services, offers stable unit economics that allow for reasonable ten-year cash flow projections.
- Economic MoatAon benefits from strong brand reputation, high switching costs for corporate clients, and global scale, creating a durable competitive advantage.
- ManagementInsufficient data is available to assess management's candor, capital allocation discipline, or personal investment in the company.
- Financial HealthWhile the reported ROE is exceptionally high, comprehensive multi-year financial data including operating margins, debt levels, and owner earnings are not provided to fully assess financial health.
- Margin of SafetyCurrent valuation multiples like PER, PBR, and EV/EBITDA do not indicate a substantial margin of safety relative to a conservative estimate of intrinsic value.
Aon plc operates a high-quality business with predictable unit economics and a durable economic moat from brand, switching costs, and scale. However, the limited financial data prevents a full assessment of its health and management. Crucially, the current valuation does not offer a margin of safety, leading to a 'Fail' verdict under this framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.