Empowered Funds, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1592828 NEWTOWN SQUARE, PA

Position in BRO

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,895,310

+$10,418 QoQ

Shares Held

29,545

+2.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#287

of 806 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Empowered Funds, LLC holds $29,080,005 across 10 Insurance Brokers names. BRO ranks #5 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	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. This page	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

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,895,310	29,545	+2.2%	Shares	Other	2026-08-17
2026-03-31	$1,884,892	28,905	-6.0%	Shares	Other	2026-05-15
2025-09-30	$2,884,697	30,757	+4.2%	Shares	Other	2025-11-13
2025-06-30	$3,272,770	29,519	-33.4%	Shares	Other	2025-08-11
2025-03-31	$5,514,526	44,329	+101.1%	Shares	Other	2025-05-16
2024-12-31	$2,249,131	22,046	+6.6%	Shares	Sole	2025-01-28
2024-09-30	$2,142,862	20,684	+2.1%	Shares	Other	2024-11-06
2024-06-30	$1,811,982	20,266	+477.5%	Shares	Other	2024-07-30
2024-03-31	$307,177	3,509	+19.4%	Shares	Other	2024-05-06
2023-12-31	$208,921	2,938	-7.3%	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.