Position in AON
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,965,818
-$295,435 QoQ
Shares Held
21,001
-6.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#324
of 1,254 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Empowered Funds, LLC holds $29,080,005 across 10 Insurance Brokers names. AON ranks #1 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
21,001 | $6,965,818 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
30,340 | $6,965,150 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
41,399 | $6,899,967 | |
| 4 | WTW |
Willis Towers Watson PLC
|
13,253 | $3,463,934 | |
| 5 | BRO |
Brown & Brown, Inc.
|
29,545 | $1,895,310 | |
| 6 | CRVL |
Corvel Corp
|
19,147 | $1,197,069 | |
| 7 | TREE |
LendingTree, Inc.
|
25,105 | $1,111,900 | |
| 8 | ERIE |
Erie Indemnity Co
|
1,400 | $335,649 |
All Filings in AON
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,965,818 | 21,001 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $7,261,253 | 22,496 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,564,977 | 18,604 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $3,786,877 | 10,620 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,959,681 | 5,493 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $1,932,792 | 4,843 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $1,784,665 | 4,969 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,333,791 | 3,855 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $967,933 | 3,297 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $972,793 | 2,915 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $722,602 | 2,483 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $687,670 | 2,121 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $558,878 | 1,619 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $308,668 | 979 | Shares | Other | 2023-04-05 | |
| 2021-03-31 | $521,199 | 2,265 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $478,526 | 2,265 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||