Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,055,842
-$302,263 QoQ
Shares Held
29,430
+0.5% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#57
of 440 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MAI Capital Management holds $24,328,569 across 8 Insurance Brokers names. ERIE ranks #1 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
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|
29,430 | $7,055,842 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
|
221,435 | $5,885,742 | |
| 3 | AON |
Aon plc
|
16,848 | $5,588,312 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
18,518 | $3,086,395 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
9,379 | $2,153,137 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,233 | $322,269 | |
| 7 | BRO |
Brown & Brown, Inc.
|
3,554 | $227,988 | |
| 8 | SLQT |
SelectQuote, Inc.
|
10,565 | $8,884 |
All Filings in ERIE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,055,842 | 29,430 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,358,105 | 29,279 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,379,066 | 29,231 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,143,600 | 28,739 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,974,027 | 28,761 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,035,954 | 28,722 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,840,070 | 28,722 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $822,145 | 1,523 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,569,554 | 4,331 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,756,868 | 4,375 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,458,241 | 4,354 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $268,524 | 914 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $9,451,287 | 42,514 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,172,110 | 42,521 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $7,489,223 | 42,521 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $8,193,059 | 42,526 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,678,304 | 43,035 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,317,723 | 43,019 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||