AIEQ0.210%
as of Jul 20
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
+12.79%
Held by 1 AI ETF
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 signals2
Win rate100% (2/2)
Avg buy return+3.61%
AIEQ · Weight increase · 2d
The sudden shift from a zero weighting to 0.19% in AON on July 1st, followed by a minor increase to 0.21% on July 3rd, indicates a rapid, initial conviction emerging from AIEQ’s daily rebalancing framework. This pattern aligns with EquBot's methodology, where IBM Watson's NLP swiftly processes vast data streams—including news, filings, and social posts—to generate a daily ranking for its 140-180 stock portfolio. Aon's significant 45.09% ROE and 6.9% revenue growth likely form a strong fundamental base, with recent positive sentiment signals in the financial sector detected by Watson contributing to the initial and subsequent allocation changes. The consecutive, modest increases suggest a sustained, albeit not explosive, positive reinforcement of these initial signals, typical for a fund reacting fluidly to evolving textual analysis rather than accumulating slowly over time.
weight 0 → 0.210% (new)
Jul 3·entry $356.91·now $362.78Fresh
+1.64%
since Jul 3
+5.59%
since Jul 1
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.