Wallace Weitz - Weitz Investment Management, Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
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 213,860 4.82 Reduce 2.23% 0.10 $322.78 $69,029,731 SEC
2025   Q4 218,735 4.58 Add 2.48% 0.11 $352.88 $77,187,207 SEC
2025   Q3 213,450 4.14 $356.58 $76,112,001 SEC
2025   Q2 213,450 4.10 $356.76 $76,150,422 SEC
2025   Q1 213,450 4.53 Reduce 18.20% 0.88 $399.09 $85,185,761 SEC
2024   Q4 260,950 4.84 $359.16 $93,722,802 SEC
2024   Q3 260,950 4.46 $345.99 $90,286,091 SEC
2024   Q2 260,950 4.05 Add 64.85% 1.59 $293.58 $76,609,701 SEC
2024   Q1 158,300 2.68 Add 9.44% 0.23 $333.72 $52,827,876 SEC
2023   Q4 144,650 2.23 $291.02 $42,096,043 SEC
2023   Q3 144,650 2.60 $324.22 $46,898,423 SEC
2023   Q2 144,650 2.68 Reduce 0.52% 0.01 $345.20 $49,933,180 SEC
2023   Q1 145,400 2.66 Reduce 1.69% 0.04 $315.29 $45,843,166 SEC
2022   Q4 147,900 2.54 $300.14 $44,390,706 SEC
2022   Q3 147,900 2.36 $267.87 $39,618,000 SEC
2022   Q2 147,900 2.11 Reduce 6.33% 0.15 $269.68 $39,886,000 SEC
2022   Q1 157,900 2.30 Reduce 37.07% 1.13 $325.63 $51,417,000 SEC
2021   Q4 250,907 3.05 Reduce 36.49% 1.74 $300.56 $75,413,000 SEC
2021   Q3 395,060 4.77 Reduce 6.57% 0.28 $285.77 $112,896,000 SEC
2021   Q2 422,850 4.30 $238.76 $100,960,000 SEC
2021   Q1 422,850 4.34 Add 15.36% 0.58 $230.11 $97,302,000 SEC
2020   Q4 366,550 3.33 Add 14.17% 0.41 $211.27 $77,441,000 SEC
2020   Q3 321,050 3.13 Add 11.73% 0.33 $206.30 $66,233,000 SEC
2020   Q2 287,350 2.77 Add 21.86% 0.50 $192.60 $55,344,000 SEC
2020   Q1 235,800 2.08 Add 5.27% 0.10 $165.04 $38,916,000 SEC
2019   Q4 224,000 1.88 Add 5.16% 0.09 $208.29 $46,657,000 SEC
2019   Q3 213,000 1.73 Add 0.14% <0.01 $193.57 $41,230,000 SEC
2019   Q2 212,700 1.68 Reduce 0.47% <0.01 $192.98 $41,047,000 SEC
2019   Q1 213,700 1.56 Reduce 19.93% 0.37 $170.70 $36,479,000 SEC
2018   Q4 266,899 1.84 Reduce 16.81% 0.35 $145.36 $38,796,000 SEC
2018   Q3 320,841 2.09 Reduce 0.62% 0.01 $153.78 $49,339,000 SEC
2018   Q2 322,841 1.96 Reduce 0.06% <0.01 $137.17 $44,284,000 SEC
2018   Q1 323,029 2.06 Add 0.41% <0.01 $140.33 $45,331,000 SEC
2017   Q4 321,720 1.94 Reduce 0.07% <0.01 $134.00 $43,110,000 SEC
2017   Q3 321,930 2.11 Reduce 12.44% 0.29 $146.10 $47,034,000 SEC
2017   Q2 367,654 2.31 Reduce 11.86% 0.26 $132.95 $48,880,000 SEC
2017   Q1 417,134 2.22 Reduce 5.37% 0.11 $118.69 $49,510,000 SEC
2016   Q4 440,811 2.12 Reduce 10.62% 0.24 $111.53 $49,164,000 SEC
2016   Q3 493,197 2.26 Reduce 11.91% 0.29 $112.49 $55,480,000 SEC
2016   Q2 559,878 2.45 Reduce 14.17% 0.37 $109.23 $61,155,000 SEC
2016   Q1 652,296 2.59 Reduce 1.60% 0.04 $104.45 $68,132,000 SEC
2015   Q4 662,933 2.26 Add 0.21% <0.01 $92.21 $61,129,000 SEC
2015   Q3 661,513 2.00 Add 2.38% 0.05 $88.61 $58,617,000 SEC
2015   Q2 646,113 2.01 Reduce 2.86% 0.06 $99.68 $64,405,000 SEC
2015   Q1 665,145 1.93 Add 1.58% 0.03 $96.12 $63,934,000 SEC
2014   Q4 654,828 1.96 Add 0.98% 0.02 $94.83 $62,097,000 SEC
2014   Q3 648,450 1.91 Reduce 2.05% 0.04 $87.67 $56,850,000 SEC
2014   Q2 662,010 2.03 Reduce 7.37% 0.16 $90.09 $59,640,000 SEC
2014   Q1 714,710 2.19 Reduce 22.19% 0.67 $84.28 $60,236,000 SEC
2013   Q4 918,520 3.00 Reduce 52.16% 3.20 $83.89 $77,055,000 SEC
2013   Q3 1,919,920 6.14 Reduce 7.05% 0.44 $74.44 $142,919,000 SEC
2013   Q2 2,065,430 6.21 Buy 6.21 $64.35 $132,910,000 SEC