Position in ERIE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,447,602
-$96,585 QoQ
Shares Held
18,551
+2.6% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#79
of 440 holders
Holding Since
Mar 2020
26 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, 2026CANADA LIFE ASSURANCE Co holds $268,850,090 across 9 Insurance Brokers names. ERIE ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,155,368 | $192,565,184 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
179,937 | $41,308,137 | |
| 3 | WTW |
Willis Towers Watson PLC
|
75,304 | $19,682,206 | |
| 4 | BRO |
Brown & Brown, Inc.
|
124,842 | $8,008,614 | |
| 5 | ERIE |
Erie Indemnity Co
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|
18,551 | $4,447,602 | |
| 6 | CRVL |
Corvel Corp
|
25,389 | $1,587,320 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
20,349 | $986,926 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
7,510 | $199,615 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,447,602 | 18,551 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,544,187 | 18,082 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,980,543 | 17,375 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,412,242 | 13,868 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,062,093 | 14,597 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $6,202,359 | 14,801 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,609,283 | 16,033 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,909,762 | 20,210 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,047,039 | 30,483 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,879,736 | 27,093 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,047,600 | 30,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,070,411 | 27,470 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,173,881 | 15,113 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,363,008 | 14,517 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,620,617 | 14,557 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,005,581 | 18,018 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,383,697 | 17,606 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,044,935 | 17,288 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,590,026 | 18,634 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,318,433 | 18,599 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,154,898 | 21,489 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $6,270,972 | 28,387 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,352,119 | 34,007 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,152,765 | 38,771 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $8,354,174 | 43,534 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $6,730,540 | 45,403 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||