Polen Capital's position in Aon plc. is currently worth $1.12 Billion. That's 3.35% of their equity portfolio (12th largest holding). The investor owns 1.39% of the outstanding Aon plc. stock. The first Aon plc. trade was made in Q3 2020. Since then Polen Capital bought shares ten more times and sold shares on eight occasions. The stake costed the investor $1 Billion, netting the investor a gain of 12% so far.
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Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2023 investor letter. A copy of the same can be d...