Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,884,892
-$999,805 QoQ
Shares Held
28,905
-6.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Empowered Funds, LLC holds $24,547,951 across 8 Insurance Brokers names. BRO ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
22,496 | $7,261,253 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
35,578 | $6,170,999 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
25,290 | $5,477,304 | |
| 4 | WTW |
Willis Towers Watson PLC
|
8,696 | $2,527,924 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
28,905 | $1,884,892 | |
| 6 | CRVL |
Corvel Corp
|
15,815 | $864,288 | |
| 7 | SLQT |
SelectQuote, Inc.
|
491,568 | $309,687 | |
| 8 | GOCOQ |
GoHealth, Inc.
|
34,175 | $51,604 |
All Filings in BRO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,884,892 | 28,905 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $2,884,697 | 30,757 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,272,770 | 29,519 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $5,514,526 | 44,329 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $2,249,131 | 22,046 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,142,862 | 20,684 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $1,811,982 | 20,266 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $307,177 | 3,509 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $208,921 | 2,938 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $221,252 | 3,168 | Shares | Other | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||