Position in ERIE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$230,451
+$48,142 QoQ
Shares Held
917
+44.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026BESSEMER GROUP INC holds $16,318,049 across 9 Insurance Brokers names. ERIE ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
11,055 | $3,568,329 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
20,150 | $3,495,013 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
15,629 | $3,384,924 | |
| 4 | CRVL |
Corvel Corp
|
56,120 | $3,066,958 | |
| 5 | BRO |
Brown & Brown, Inc.
|
28,517 | $1,859,591 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,640 | $476,746 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
917 | $230,451 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
10,280 | $225,543 |
All Filings in ERIE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $230,451 | 917 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $182,309 | 636 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $225,892 | 710 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $230,614 | 665 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $277,829 | 663 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $277,018 | 672 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $366,536 | 679 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $244,256 | 674 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $270,657 | 674 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $226,739 | 677 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $198,895 | 677 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $133,566 | 636 | Shares | Defined | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||