AON
Outperforming without a clear catalyst yet
- AON +4.41% on the last session vs SPY −0.29%: +4.7 pts of stock-specific move.
- Aftermath, big gain (+4.4% today so far, past its big-gain line of +1.7%): After its 63 big gains in the past 5 years, AON was higher a day later 28 times out of 63; half the outcomes fell between -0.9% and +0.6%. History, not a forecast.
- 4 analyst actions in the past 10 days (0 positive, 4 negative); latest: Cantor Fitzgerald maintained Overweight, lowered target $433 → $400.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Insiders
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Viking Global (Andreas Halvorsen) | 1,151,269 | $381.9M | 1.1% | +6% | Q2 2026 |
| Baupost (Seth Klarman) | 687,000 | $227.9M | 4.2% | -11% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 15,663 | $5.2M | 0.02% | -23% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| May 15, 2026 | Viking Global (Andreas Halvorsen) | Added | 13F, Q1 2026 | 303,464 | $98M | 1.0% | May 15 |
| May 15, 2026 | Berkshire Hathaway (Warren Buffett) | Sold out | 13F, Q1 2026 | 3,602,995 | $1.3B | May 15 | |
| May 14, 2026 | Baupost (Seth Klarman) | New stake | 13F, Q1 2026 | 769,000 | $248.2M | 4.9% | May 14 |
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | Trimmed | 13F, Q4 2025 | 630,968 | $222.7M | 0.7% | Feb 17 |
| Nov 14, 2025 | Viking Global (Andreas Halvorsen) | New stake | 13F, Q3 2025 | 1,414,618 | $504.4M | 1.3% | Nov 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves