Position in ERIE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,954,902
-$18,725,584 QoQ
Shares Held
11,758
-84.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Derivatives in ERIE
reported options exposure · as of Dec 31, 2025CallValue
$458,640
CallShares
1,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026D. E. Shaw & Co., Inc. holds $352,168,964 across 9 Insurance Brokers names. ERIE ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,729,550 | $299,990,446 | |
| 2 | AON |
Aon plc
|
128,323 | $41,420,097 | |
| 3 | CRVL |
Corvel Corp
|
78,097 | $4,268,000 | |
| 4 | ERIE |
Erie Indemnity Co
This page
|
11,758 | $2,954,902 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
49,396 | $2,107,232 | |
| 6 | EHTH |
eHealth, Inc.
|
469,551 | $605,720 | |
| 7 | BRO |
Brown & Brown, Inc.
|
7,100 | $462,991 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
30,000 | $335,100 |
All Filings in ERIE
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,954,902 | 11,758 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $458,640 | 1,600 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $21,680,486 | 75,634 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $21,377,170 | 67,190 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $509,056 | 1,600 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $15,834,778 | 45,661 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,984,201 | 4,735 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $865,683 | 2,100 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $11,047,764 | 26,800 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $1,997,334 | 3,700 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $6,369,876 | 11,800 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $353,702 | 976 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,895,229 | 9,700 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $295,957 | 737 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,248,724 | 9,700 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $648,740 | 1,937 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $275,281 | 937 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,901,760 | 47,149 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,032,276 | 4,456 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $2,362,932 | 10,200 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $6,292,616 | 25,300 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $2,451,633 | 9,857 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,133,781 | 5,100 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $883,904 | 3,976 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,757,698 | 19,552 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $880,650 | 5,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $2,798,881 | 15,891 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $963,300 | 5,000 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $1,075,813 | 5,584 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $1,173,441 | 6,069 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,505,340 | 11,341 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,816,457 | 7,396 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||