Position in ERIE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,776
+$19,007 QoQ
Shares Held
95
+533.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#352
of 440 holders
Holding Since
Dec 2024
7 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, 2026GW&K Investment Management, LLC holds $10,043,662 across 8 Insurance Brokers names. ERIE ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
42,795 | $9,824,448 | |
| 2 | BRO |
Brown & Brown, Inc.
|
1,170 | $75,055 | |
| 3 | AON |
Aon plc
|
134 | $44,446 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
251 | $41,834 | |
| 5 | ERIE |
Erie Indemnity Co
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|
95 | $22,776 | |
| 6 | WTW |
Willis Towers Watson PLC
|
83 | $21,693 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
201 | $9,748 | |
| 8 | RYAN |
Ryan Specialty Holdings, Inc.
|
97 | $3,662 |
All Filings in ERIE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,776 | 95 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,769 | 15 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,726 | 13 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $318 | 1 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2 | 5 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $419 | 1 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $412 | 1 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||