Position in ERIE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,544,187
-$436,356 QoQ
Shares Held
18,082
+4.1% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026CANADA LIFE ASSURANCE Co holds $313,546,243 across 8 Insurance Brokers names. ERIE ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,337,344 | $231,962,316 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
196,139 | $42,479,784 | |
| 3 | WTW |
Willis Towers Watson PLC
|
82,279 | $23,918,505 | |
| 4 | BRO |
Brown & Brown, Inc.
|
124,300 | $8,105,603 | |
| 5 | ERIE |
Erie Indemnity Co
This page
|
18,082 | $4,544,187 | |
| 6 | CRVL |
Corvel Corp
|
26,453 | $1,445,656 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
21,693 | $925,423 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
7,510 | $164,769 |
All Filings in ERIE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2022-03-31 | $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. | ||||||