Here’s Why SGA U.S. LCG Liquidated Its Position in Aon plc (AON)
Sustainable Growth Advisers (SGA) decided to liquidate its holdings in Aon plc (NYSE:AON) during the second quarter of 2026. SGA is an investment management firm that focuses on high-conviction growth portfolios. The company reported that Aon plc delivered strong operational performance and outperformed peers despite a softer insurance pricing environment.
However, SGA determined that a more attractive long-term growth opportunity in Arista Networks presented itself, leading to the sale of Aon plc shares. The firm remains confident in the portfolio's resilience and expects future growth.
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