Position in ERIE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$21,817
+$20,310 QoQ
Shares Held
91
+1416.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 124 holders
Holding Since
Sep 2021
17 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, 2026MassMutual Private Wealth & Trust, FSB holds $1,203,258 across 10 Insurance Brokers names. ERIE ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,761 | $460,175 | |
| 2 | AON |
Aon plc
|
650 | $215,598 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
931 | $213,729 | |
| 4 | WTW |
Willis Towers Watson PLC
|
337 | $88,081 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,315 | $84,357 | |
| 6 | CRVL |
Corvel Corp
|
1,228 | $76,774 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
514 | $24,929 | |
| 8 | ERIE |
Erie Indemnity Co
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|
91 | $21,817 |
All Filings in ERIE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,817 | 91 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,507 | 6 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,185 | 46 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,181 | 32 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,016 | 26 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $6,285 | 15 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $4,122 | 10 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,778 | 7 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $2,174 | 6 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $2,409 | 6 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,009 | 6 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $1,762 | 6 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $420 | 2 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $0 | 0 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $746 | 3 | Shares | Sole | 2023-01-06 | |
| 2021-12-31 | $770 | 4 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $713 | 4 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||