Position in ERIE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,827,023
-$227,397 QoQ
Shares Held
7,270
+1.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CIBC Asset Management Inc holds $105,957,505 across 6 Insurance Brokers names. ERIE ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
179,578 | $31,147,804 | |
| 2 | BRO |
Brown & Brown, Inc.
|
347,844 | $22,682,907 | |
| 3 | AON |
Aon plc
|
68,971 | $22,262,459 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
72,457 | $15,692,737 | |
| 5 | WTW |
Willis Towers Watson PLC
|
42,465 | $12,344,575 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
7,270 | $1,827,023 |
All Filings in ERIE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,827,023 | 7,270 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,054,420 | 7,167 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,216,962 | 3,825 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,328,205 | 3,830 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,737,800 | 4,147 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,733,839 | 4,206 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,206,784 | 4,088 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $470,395 | 1,298 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $290,736 | 724 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $242,482 | 724 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $212,703 | 724 | Shares | Sole | 2023-10-30 | |
| 2022-12-31 | $290,007 | 1,166 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $668,486 | 3,007 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $385,725 | 2,007 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $379,207 | 2,153 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $414,796 | 2,153 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $322,940 | 1,810 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $323,667 | 1,674 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $369,803 | 1,674 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $412,116 | 1,678 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $352,849 | 1,678 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $313,948 | 1,636 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $242,520 | 1,636 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||