Position in ERIE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,739,567
-$966,122 QoQ
Shares Held
6,922
-26.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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, 2026TD Asset Management Inc holds $291,124,147 across 9 Insurance Brokers names. ERIE ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
939,368 | $162,933,379 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
354,367 | $76,748,804 | |
| 3 | AON |
Aon plc
|
80,527 | $25,992,504 | |
| 4 | WTW |
Willis Towers Watson PLC
|
36,692 | $10,666,364 | |
| 5 | BRO |
Brown & Brown, Inc.
|
134,606 | $8,777,657 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
110,454 | $2,671,882 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
6,922 | $1,739,567 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
20,032 | $854,565 |
All Filings in ERIE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,739,567 | 6,922 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,705,689 | 9,439 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,941,389 | 9,245 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,162,378 | 9,119 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,878,454 | 6,869 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,027,004 | 7,343 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,712,628 | 8,730 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,824,321 | 5,034 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,628,366 | 4,055 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,190,305 | 3,554 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $726,542 | 2,473 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $342,946 | 1,633 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $388,957 | 1,679 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $535,991 | 2,155 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $445,731 | 2,005 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $364,200 | 1,895 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $404,218 | 2,295 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $443,888 | 2,304 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $447,477 | 2,508 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $486,855 | 2,518 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $488,873 | 2,213 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $607,368 | 2,473 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $506,774 | 2,410 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||