Position in TREE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,111,900
+$689,377 QoQ
Shares Held
25,105
+120.3% QoQ
Ownership
0.179%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 189 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TREE 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. TREE ranks #7 (3.8% 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.
|
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.
This page
|
25,105 | $1,111,900 | |
| 8 | ERIE |
Erie Indemnity Co
|
1,400 | $335,649 |
All Filings in TREE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,111,900 | 25,105 | Shares | Other | 2026-08-17 | |
| 2025-06-30 | $422,523 | 11,398 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $581,623 | 11,570 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $1,431,657 | 36,946 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $2,043,700 | 35,218 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $1,392,266 | 33,476 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $1,318,298 | 31,136 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $875,065 | 28,861 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $408,657 | 26,365 | Shares | Other | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||