Position in ERIE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,594,337
-$145,230 QoQ
Shares Held
6,650
-3.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 439 holders
Holding Since
Sep 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 Jun 30, 2026TD Asset Management Inc holds $264,963,905 across 8 Insurance Brokers names. ERIE ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
800,370 | $133,397,667 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
329,799 | $75,711,956 | |
| 3 | AON |
Aon plc
|
74,266 | $24,633,289 | |
| 4 | RYAN |
Ryan Specialty Holdings, Inc.
|
262,354 | $9,906,487 | |
| 5 | WTW |
Willis Towers Watson PLC
|
34,455 | $9,005,503 | |
| 6 | BRO |
Brown & Brown, Inc.
|
102,721 | $6,589,552 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
130,956 | $4,125,114 | |
| 8 | ERIE |
Erie Indemnity Co
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|
6,650 | $1,594,337 |
All Filings in ERIE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,594,337 | 6,650 | Shares | Sole | 2026-08-04 | |
| 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. | ||||||