Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,527,924
+$858,639 QoQ
Shares Held
8,696
+71.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW 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. WTW ranks #4 (10.3% 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
This page
|
8,696 | $2,527,924 | |
| 5 | BRO |
Brown & Brown, Inc.
|
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 WTW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,527,924 | 8,696 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,669,285 | 5,080 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $1,650,557 | 4,778 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $788,624 | 2,573 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $811,079 | 2,400 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $643,081 | 2,053 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $1,300,938 | 4,417 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $1,126,414 | 4,297 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $2,505,525 | 9,111 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $307,530 | 1,275 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $232,363 | 1,112 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $204,414 | 868 | Shares | Other | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||