Position in ERIE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$527,450
-$25,432 QoQ
Shares Held
2,200
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#231
of 439 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Smithfield Trust Co holds $2,336,628 across 6 Insurance Brokers names. ERIE ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,576 | $1,096,021 | |
| 2 | ERIE |
Erie Indemnity Co
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|
2,200 | $527,450 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
2,154 | $494,493 | |
| 4 | AON |
Aon plc
|
444 | $147,270 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,007 | $64,599 | |
| 6 | WTW |
Willis Towers Watson PLC
|
26 | $6,795 |
All Filings in ERIE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,450 | 2,200 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $552,882 | 2,200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $630,630 | 2,200 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||