Position in ERIE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$390,313
+$321,957 QoQ
Shares Held
1,628
+498.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#259
of 440 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $20,672,204 across 9 Insurance Brokers names. ERIE ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
50,282 | $8,380,500 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
22,573 | $5,182,083 | |
| 3 | AON |
Aon plc
|
14,673 | $4,866,887 | |
| 4 | BRO |
Brown & Brown, Inc.
|
11,561 | $741,638 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
12,999 | $490,842 | |
| 6 | ERIE |
Erie Indemnity Co
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|
1,628 | $390,313 | |
| 7 | CRVL |
Corvel Corp
|
5,473 | $342,171 | |
| 8 | WTW |
Willis Towers Watson PLC
|
895 | $233,926 |
All Filings in ERIE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,313 | 1,628 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $68,356 | 272 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $59,336 | 207 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,135 | 35 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,040 | 3 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||