Empowered Funds, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1592828
NEWTOWN SQUARE, PA
Position in MRSH
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,899,967
+$728,968 QoQ
Shares Held
41,399
+16.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#366
of 1,502 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH 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. MRSH ranks #3 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
This page
|
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 MRSH
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,899,967 | 41,399 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $6,170,999 | 35,578 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $5,651,705 | 28,044 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,869,430 | 13,124 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $3,170,925 | 12,994 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $2,371,344 | 11,164 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,109,205 | 13,937 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $2,785,717 | 13,220 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $2,431,387 | 11,804 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $1,987,350 | 10,489 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $984,421 | 5,173 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $767,930 | 4,083 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $408,547 | 2,453 | Shares | Other | 2023-04-05 | |
| 2022-12-31 | $265,098 | 1,602 | Shares | Other | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||